Pinnacle Associates’s Bloom Energy BE Stock Holding History

Pinnacle Associates’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	$28.4M	Sell	209,349 -26,678	-11%	-$3.92M	0.36%	65
2025 Q4	$20.5M	Sell	236,027 -96,288	-29%	-$10.1M	0.26%	91
2025 Q3	$28.1M	Sell	332,315 -102,402	-24%	-$4.76M	0.37%	65
2025 Q2	$10.4M	Sell	434,717 -138,922	-24%	-$2.69M	0.15%	156
2025 Q1	$11.3M	Sell	573,639 -26,788	-4%	-$640K	0.17%	139
2024 Q4	$13.3M	Buy	600,427 +21,448	+4%	+$376K	0.18%	119
2024 Q3	$8.57M	Sell	578,979 -290,607	-33%	-$3.45M	0.15%	170
2024 Q2	$10.6M	Buy	869,586 +284,298	+49%	+$3.62M	0.17%	144
2024 Q1	$6.58M	Buy	585,288 +6,309	+1%	+$69.3K	0.1%	208
2023 Q4	$8.57M	Sell	578,979 -3,060	-0.5%	-$38.3K	0.14%	173
2023 Q3	$7.72M	Buy	582,039 +229,639	+65%	+$3.6M	0.14%	174
2023 Q2	$5.76M	Buy	352,400 +342,250	+3,372%	+$5.53M	0.1%	214
2023 Q1	$202K	Buy	+10,150	New	+$222K	﹤0.01%	725

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