Next Capital Management’s Bloom Energy BE Stock Holding History

Next Capital Management’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
2024 Q4	–	Sell	-18,622	Closed	-$197K	–	142
2024 Q3	$197K	Hold	18,622	–	–	0.08%	129
2024 Q2	$228K	Hold	18,622	–	–	0.1%	122
2024 Q1	$209K	Buy	+18,622	New	+$205K	0.08%	135

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Next Capital Management's BE Position: Q4 2024 in Review

Next Capital Management sold out of Bloom Energy (BE) in Q4 2024, closing a stake of 18,622 shares — an estimated $197K sold.

Next Capital Management first reported a position in BE in Q1 2024 and held it in 3 quarters. The position peaked at $228K in Q2 2024. 370 funds tracked by Wall St. Rank hold BE as of Q4 2024.

Next Capital Management reported no remaining Bloom Energy position as of Q4 2024 after selling out during the quarter.
Next Capital Management sold 18,622 Bloom Energy shares in Q4 2024, an estimated $197K.
Next Capital Management first reported a position in Bloom Energy in Q1 2024 and held it in 3 quarters.
Next Capital Management's Bloom Energy position peaked at $228K in Q2 2024.
370 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2024.

Based on Next Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.