New Wave Wealth Advisors’s Bloom Energy BE Stock Holding History

New Wave Wealth 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 Q1	–	Sell	-80	Closed	-$1.78K	–	187
2024 Q4	$1.78K	Buy	+80	New	+$1.4K	﹤0.01%	569

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

New Wave Wealth Advisors's BE Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Bloom Energy (BE) in Q1 2025, closing a stake of 80 shares — an estimated $1.78K sold.

New Wave Wealth Advisors first reported a position in BE in Q4 2024 and held it in 1 quarter. The position peaked at $1.78K in Q4 2024. 369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

New Wave Wealth Advisors reported no remaining Bloom Energy position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 80 Bloom Energy shares in Q1 2025, an estimated $1.78K.
New Wave Wealth Advisors first reported a position in Bloom Energy in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Bloom Energy position peaked at $1.78K in Q4 2024.
369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.