Oppenheimer Asset Management’s Bloom Energy BE Stock Holding History

Oppenheimer Asset 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 Q4	–	Sell	-4,517	Closed	-$382K	–	1122
2025 Q3	$382K	Buy	+4,517	New	+$210K	﹤0.01%	959

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

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $649M AUM

Oppenheimer Asset Management's BE Position: Q4 2025 in Review

Oppenheimer Asset Management sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 4,517 shares — an estimated $382K sold.

Oppenheimer Asset Management first reported a position in BE in Q3 2025 and held it in 1 quarter. The position peaked at $382K in Q3 2025. 796 funds tracked by Wall St. Rank hold BE as of Q4 2025.

Oppenheimer Asset Management reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
Oppenheimer Asset Management sold 4,517 Bloom Energy shares in Q4 2025, an estimated $382K.
Oppenheimer Asset Management first reported a position in Bloom Energy in Q3 2025 and held it in 1 quarter.
Oppenheimer Asset Management's Bloom Energy position peaked at $382K in Q3 2025.
796 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Oppenheimer Asset Management's 13F filing for Q4 2025, filed 2 Feb 2026.