NewEdge Advisors’s Bloom Energy BE Stock Holding History

NewEdge 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
2026 Q1	$4.25M	Buy	31,396 +4,580	+17%	+$672K	0.02%	763
2025 Q4	$2.33M	Buy	26,816 +12,355	+85%	+$1.3M	0.01%	993
2025 Q3	$1.22M	Buy	14,461 +13,495	+1,397%	+$627K	0.01%	1283
2025 Q2	$23.1K	Sell	966 -901	-48%	-$17.4K	﹤0.01%	2904
2025 Q1	$36.7K	Buy	1,867 +1,626	+675%	+$38.8K	﹤0.01%	2657
2024 Q4	$5.35K	Hold	241	–	–	﹤0.01%	3223
2024 Q3	$2.54K	Sell	241 -5,500	-96%	-$65.2K	﹤0.01%	3337
2024 Q2	$70.3K	Buy	5,741 +500	+10%	+$6.37K	﹤0.01%	2224
2024 Q1	$58.9K	Hold	5,241	–	–	﹤0.01%	2256
2023 Q4	$77.6K	Buy	5,241 +5,000	+2,075%	+$62.6K	﹤0.01%	2047
2023 Q3	$3.2K	Hold	241	–	–	﹤0.01%	2940
2023 Q2	$3.94K	Hold	241	–	–	﹤0.01%	2885
2023 Q1	$4.8K	Sell	241 -1,508	-86%	-$33K	﹤0.01%	2790
2022 Q4	$28.4K	Buy	+1,749	New	+$34.3K	﹤0.01%	1989

Other funds holding BE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return