Nisa Investment Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Buy |
5,442
+2,069
| +61% | +$49.5K | ﹤0.01% | 1316 |
|
|
2025
Q1 | $66.3K | Buy |
3,373
+1,081
| +47% | +$21.3K | ﹤0.01% | 1505 |
|
|
2024
Q4 | $50.9K | Buy |
2,292
+345
| +18% | +$7.66K | ﹤0.01% | 1679 |
|
|
2024
Q3 | $20.6K | Sell |
1,947
-183
| -9% | -$1.93K | ﹤0.01% | 1896 |
|
|
2024
Q2 | $26.1K | Buy |
2,130
+252
| +13% | +$3.08K | ﹤0.01% | 1854 |
|
|
2024
Q1 | $21.1K | Buy |
1,878
+103
| +6% | +$1.16K | ﹤0.01% | 1870 |
|
|
2023
Q4 | $26.3K | Sell |
1,775
-1,705
| -49% | -$25.2K | ﹤0.01% | 1797 |
|
|
2023
Q3 | $46.1K | Buy |
3,480
+1,680
| +93% | +$22.3K | ﹤0.01% | 1750 |
|
|
2023
Q2 | $29.4K | Sell |
1,800
-9,570
| -84% | -$156K | ﹤0.01% | 1948 |
|
|
2023
Q1 | $227K | Hold |
11,370
| – | – | ﹤0.01% | 1283 |
|
|
2022
Q4 | $217K | Hold |
11,370
| – | – | ﹤0.01% | 1347 |
|
|
2022
Q3 | $221K | Buy |
11,370
+120
| +1% | +$2.33K | ﹤0.01% | 1248 |
|
|
2022
Q2 | $186K | Buy |
11,250
+350
| +3% | +$5.79K | ﹤0.01% | 1330 |
|
|
2022
Q1 | $263K | Buy |
+10,900
| New | +$263K | ﹤0.01% | 1272 |
|
|
2021
Q4 | – | Sell |
-10,450
| Closed | -$196 | – | 2234 |
|
|
2021
Q3 | $196 | Buy |
10,450
+1,600
| +18% | +$30 | ﹤0.01% | 1407 |
|
|
2021
Q2 | $238 | Hold |
8,850
| – | – | ﹤0.01% | 1345 |
|
|
2021
Q1 | $239 | Hold |
8,850
| – | – | ﹤0.01% | 1426 |
|
|
2020
Q4 | $254K | Buy |
8,850
+6,300
| +247% | +$181K | ﹤0.01% | 1369 |
|
|
2020
Q3 | $46K | Buy |
+2,550
| New | +$46K | ﹤0.01% | 1835 |
|
|
2020
Q2 | – | Sell |
-530
| Closed | -$3K | – | 2065 |
|
|
2020
Q1 | $3K | Buy |
+530
| New | +$3K | ﹤0.01% | 2000 |
|