Pier Capital’s Bloom Energy BE Stock Holding History

Pier Capital’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
2026 Q1	–	Sell	-44,151	Closed	-$3.84M	–	125
2025 Q4	$3.84M	Sell	44,151 -22,007	-33%	-$2.31M	0.61%	78
2025 Q3	$5.59M	Sell	66,158 -143,714	-68%	-$6.67M	0.87%	56
2025 Q2	$5.02M	Sell	209,872 -122,816	-37%	-$2.38M	0.77%	67
2025 Q1	$6.54M	Buy	+332,688	New	+$7.94M	1.1%	48
2024 Q4	–	Sell	-461,744	Closed	-$4.88M	–	121
2024 Q3	$4.88M	Buy	461,744 +4,082	+0.9%	+$48.4K	0.69%	82
2024 Q2	$5.6M	Buy	+457,662	New	+$5.83M	0.83%	59
2023 Q4	–	Sell	-240,339	Closed	-$3.19M	–	120
2023 Q3	$3.19M	Sell	240,339 -54,184	-18%	-$849K	0.51%	85
2023 Q2	$4.82M	Buy	294,523 +98,325	+50%	+$1.59M	0.69%	76
2023 Q1	$3.91M	Sell	196,198 -11,013	-5%	-$241K	0.59%	83
2022 Q4	$3.96M	Sell	207,211 -83,752	-29%	-$1.64M	0.65%	74
2022 Q3	$5.82M	Buy	290,963 +78,713	+37%	+$1.77M	1%	58
2022 Q2	$3.5M	Sell	212,250 -175,333	-45%	-$3.21M	0.6%	76
2022 Q1	$9.36M	Sell	387,583 -2,309	-0.6%	-$45.1K	1.19%	33
2021 Q4	$8.55M	Buy	+389,892	New	+$9.86M	0.9%	66

Other funds holding BE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Situational Awareness San Francisco, California $3.86B AUM 334.5% 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