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Occudo Quantitative Strategies’s Bloom Energy BE Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-32,828
Closed -$667K – 640
2025
Q1 		$667K Sell
32,828
-28,593
-47% -$683K 0.09% 309
2024
Q4 		$1.36M Buy
+61,421
New +$1.08M 0.25% 107
2024
Q1 		– Sell
-65,210
Closed -$965K – 744
2023
Q4 		$965K Buy
+65,210
New +$816K 0.13% 212
2023
Q3 		– Sell
-73,723
Closed -$1.21M – 986
2023
Q2 		$1.21M Buy
+73,723
New +$1.19M 0.13% 270
2023
Q1 		– Sell
-153,419
Closed -$2.93M – 905
2022
Q4 		$2.93M Buy
+153,419
New +$3.01M 0.34% 71
2021
Q1 		– Sell
-9,697
Closed -$278K – 757
2020
Q4 		$278K Buy
+9,697
New +$207K 0.09% 438

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Occudo Quantitative Strategies's BE Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Bloom Energy (BE) in Q2 2025, closing a stake of 32,828 shares — an estimated $667K sold.

Occudo Quantitative Strategies first reported a position in BE in Q4 2020 and held it in 6 quarters. The position peaked at $2.93M in Q4 2022. 385 funds tracked by Wall St. Rank hold BE as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining Bloom Energy position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 32,828 Bloom Energy shares in Q2 2025, an estimated $667K.
  • Occudo Quantitative Strategies first reported a position in Bloom Energy in Q4 2020 and held it in 6 quarters.
  • Occudo Quantitative Strategies's Bloom Energy position peaked at $2.93M in Q4 2022.
  • 385 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.