Paloma Partners’s Bloom Energy BE Stock Holding History

Paloma Partners’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	-19,000	Closed	-$1.61M	–	61
2025 Q3	$1.61M	Buy	+19,000	New	+$882K	0.26%	57
2022 Q1	–	Sell	-151,700	Closed	-$3.33M	–	1777
2021 Q4	$3.33M	Buy	+151,700	New	+$3.84M	0.05%	306
2021 Q2	–	Sell	-107,101	Closed	-$2.9M	–	1786
2021 Q1	$2.9M	Buy	107,101 +86,814	+428%	+$2.83M	0.06%	287
2020 Q4	$581K	Sell	20,287 -14,096	-41%	-$301K	0.02%	828
2020 Q3	$618K	Sell	34,383 -1,918	-5%	-$28.6K	0.02%	1020
2020 Q2	$395K	Buy	+36,301	New	+$283K	0.01%	1339
2020 Q1	–	Sell	-72,121	Closed	-$538K	–	1277
2019 Q4	$538K	Buy	+72,121	New	+$350K	0.01%	1358
2019 Q3	–	Sell	-26,006	Closed	-$319K	–	1959
2019 Q2	$319K	Buy	+26,006	New	+$319K	0.01%	1265

Other funds holding BE

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

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

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Paloma Partners's BE Position: Q4 2025 in Review

Paloma Partners sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 19,000 shares — an estimated $1.61M sold.

Paloma Partners first reported a position in BE in Q2 2019 and held it in 8 quarters. The position peaked at $3.33M in Q4 2021. 799 funds tracked by Wall St. Rank hold BE as of Q4 2025.

Paloma Partners reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
Paloma Partners sold 19,000 Bloom Energy shares in Q4 2025, an estimated $1.61M.
Paloma Partners first reported a position in Bloom Energy in Q2 2019 and held it in 8 quarters.
Paloma Partners's Bloom Energy position peaked at $3.33M in Q4 2021.
799 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Paloma Partners's 13F filing for Q4 2025, filed 17 Feb 2026.