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	–	62
2025 Q3	$1.61M	Buy	+19,000	New	+$882K	0.32%	57
2022 Q1	–	Sell	-151,700	Closed	-$3.33M	–	1780
2021 Q4	$3.33M	Buy	+151,700	New	+$3.84M	0.11%	306
2021 Q2	–	Sell	-107,101	Closed	-$2.9M	–	1786
2021 Q1	$2.9M	Buy	107,101 +86,814	+428%	+$2.83M	0.09%	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	–	1278
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 $431B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.7T 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 $3.86B 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 $127B AUM 43.98% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Graticule Asia Macro Advisors New York $649M AUM