Phoenix Financial’s Bloom Energy BE Stock Holding History

Phoenix Financial’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 Q3	–	Sell	-40,000	Closed	-$899K	–	472
2025 Q2	$899K	Buy	+40,000	New	+$774K	0.01%	247

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GAMA

Graticule Asia Macro Advisors New York $649M AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Phoenix Financial's BE Position: Q3 2025 in Review

Phoenix Financial sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 40,000 shares — an estimated $899K sold.

Phoenix Financial first reported a position in BE in Q2 2025 and held it in 1 quarter. The position peaked at $899K in Q2 2025. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

Phoenix Financial reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
Phoenix Financial sold 40,000 Bloom Energy shares in Q3 2025, an estimated $899K.
Phoenix Financial first reported a position in Bloom Energy in Q2 2025 and held it in 1 quarter.
Phoenix Financial's Bloom Energy position peaked at $899K in Q2 2025.
600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.