Next Financial Group’s Bloom Energy BE Stock Holding History

Next Financial Group’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
2021 Q4	$28K	Hold	1,282	–	–	﹤0.01%	1739
2021 Q3	$24K	Hold	1,282	–	–	﹤0.01%	1724
2021 Q2	$34K	Hold	1,282	–	–	﹤0.01%	1543
2021 Q1	$35K	Hold	1,282	–	–	﹤0.01%	1420
2020 Q4	$37K	Buy	1,282 +339	+36%	+$7.24K	﹤0.01%	1299
2020 Q3	$17K	Buy	+943	New	+$14.1K	﹤0.01%	1464
2020 Q2	–	Sell	-943	Closed	-$5K	–	722
2020 Q1	$5K	Hold	943	–	–	﹤0.01%	1690
2019 Q4	$7K	Hold	943	–	–	﹤0.01%	1866
2019 Q3	$3K	Hold	943	–	–	﹤0.01%	1993
2019 Q2	$12K	Buy	+943	New	+$11.6K	﹤0.01%	1622

Other funds holding BE

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Next Financial Group's BE Position: Q4 2021 in Review

Next Financial Group held its Bloom Energy (BE) position steady in Q4 2021 at 1,282 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Next Financial Group first reported a position in BE in Q2 2019 and has held it in 10 quarters since. The position peaked at $37K in Q4 2020. 298 funds tracked by Wall St. Rank hold BE as of Q4 2021.

Next Financial Group held 1,282 shares of Bloom Energy worth $28K as of Q4 2021.
Next Financial Group left its Bloom Energy share count unchanged in Q4 2021.
Bloom Energy made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1739 holding.
Next Financial Group first reported a position in Bloom Energy in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's Bloom Energy position peaked at $37K in Q4 2020.
298 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.