Nicola Wealth Management’s Bloom Energy BE Stock Holding History

Nicola Wealth 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
2025 Q3	–	Sell	-35,000	Closed	-$837K	–	69
2025 Q2	$837K	Sell	35,000 -38,000	-52%	-$736K	0.08%	98
2025 Q1	$1.44M	Sell	73,000 -37,000	-34%	-$883K	0.14%	90
2024 Q4	$2.44M	Sell	110,000 -65,000	-37%	-$1.14M	0.23%	79
2024 Q3	$1.85M	Buy	175,000 +30,000	+21%	+$356K	0.15%	93
2024 Q2	$1.77M	Hold	145,000	–	–	0.16%	93
2024 Q1	$1.63M	Sell	145,000 -5,000	-3%	-$55K	0.16%	94
2023 Q4	$2.22M	Sell	150,000 -50,000	-25%	-$626K	0.23%	85
2023 Q3	$2.65M	Buy	200,000 +15,000	+8%	+$235K	0.29%	75
2023 Q2	$3.02M	Buy	185,000 +55,000	+42%	+$889K	0.3%	74
2023 Q1	$2.59M	Sell	130,000 -30,000	-19%	-$657K	0.26%	82
2022 Q4	$3.06M	Buy	160,000 +30,000	+23%	+$589K	0.31%	75
2022 Q3	$2.6M	Buy	130,000 +30,000	+30%	+$676K	0.29%	82
2022 Q2	$1.65M	Buy	+100,000	New	+$1.83M	0.16%	101

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Nicola Wealth Management's BE Position: Q3 2025 in Review

Nicola Wealth Management sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 35,000 shares — an estimated $837K sold.

Nicola Wealth Management first reported a position in BE in Q2 2022 and held it in 13 quarters. The position peaked at $3.06M in Q4 2022. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

Nicola Wealth Management reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
Nicola Wealth Management sold 35,000 Bloom Energy shares in Q3 2025, an estimated $837K.
Nicola Wealth Management first reported a position in Bloom Energy in Q2 2022 and held it in 13 quarters.
Nicola Wealth Management's Bloom Energy position peaked at $3.06M in Q4 2022.
600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.