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Mount Yale Investment Advisors’s Bloom Energy BE Stock Holding History

Mount Yale Investment Advisors’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,500
Closed -$35.9K – 765
2025
Q2 		$35.9K Buy
+1,500
New +$29K ﹤0.01% 906
2023
Q2 		– Sell
-12,758
Closed -$254K – 486
2023
Q1 		$254K Sell
12,758
-1,332
-9% -$29.2K 0.03% 418
2022
Q4 		$269K Buy
+14,090
New +$277K 0.03% 376

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Mount Yale Investment Advisors's BE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 1,500 shares — an estimated $35.9K sold.

Mount Yale Investment Advisors first reported a position in BE in Q4 2022 and held it in 3 quarters. The position peaked at $269K in Q4 2022. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,500 Bloom Energy shares in Q3 2025, an estimated $35.9K.
  • Mount Yale Investment Advisors first reported a position in Bloom Energy in Q4 2022 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Bloom Energy position peaked at $269K in Q4 2022.
  • 600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.