Nordwand Advisors’s Bloom Energy BE Stock Holding History

Nordwand 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
2025 Q1	–	Sell	-4,686	Closed	-$104K	–	111
2024 Q4	$104K	Hold	4,686	–	–	0.04%	35
2024 Q3	$49.5K	Hold	4,686	–	–	0.01%	50
2024 Q2	$57.4K	Hold	4,686	–	–	0.03%	65
2024 Q1	$52.7K	Hold	4,686	–	–	0.02%	73
2023 Q4	$69.4K	Hold	4,686	–	–	0.02%	63
2023 Q3	$62.1K	Hold	4,686	–	–	0.01%	58
2023 Q2	$76.6K	Hold	4,686	–	–	0.01%	54
2023 Q1	$93.4K	Buy	+4,686	New	+$103K	0.02%	53

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Nordwand Advisors's BE Position: Q1 2025 in Review

Nordwand Advisors sold out of Bloom Energy (BE) in Q1 2025, closing a stake of 4,686 shares — an estimated $104K sold.

Nordwand Advisors first reported a position in BE in Q1 2023 and held it in 8 quarters. The position peaked at $104K in Q4 2024. 369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

Nordwand Advisors reported no remaining Bloom Energy position as of Q1 2025 after selling out during the quarter.
Nordwand Advisors sold 4,686 Bloom Energy shares in Q1 2025, an estimated $104K.
Nordwand Advisors first reported a position in Bloom Energy in Q1 2023 and held it in 8 quarters.
Nordwand Advisors's Bloom Energy position peaked at $104K in Q4 2024.
369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on Nordwand Advisors's 13F filing for Q1 2025, filed 12 May 2025.