Planned Solutions’s Bloom Energy BE Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-66	Closed	-$697	–	163
2024 Q3	$697	Buy	+66	New	+$783	﹤0.01%	599
2024 Q1	–	Sell	-66	Closed	-$977	–	135
2023 Q4	$977	Buy	+66	New	+$826	﹤0.01%	537

Other funds holding BE

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Planned Solutions's BE Position: Q4 2024 in Review

Planned Solutions sold out of Bloom Energy (BE) in Q4 2024, closing a stake of 66 shares — an estimated $697 sold.

Planned Solutions first reported a position in BE in Q4 2023 and held it in 2 quarters. The position peaked at $977 in Q4 2023. 370 funds tracked by Wall St. Rank hold BE as of Q4 2024.

Planned Solutions reported no remaining Bloom Energy position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 66 Bloom Energy shares in Q4 2024, an estimated $697.
Planned Solutions first reported a position in Bloom Energy in Q4 2023 and held it in 2 quarters.
Planned Solutions's Bloom Energy position peaked at $977 in Q4 2023.
370 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.