Princeton Portfolio Strategies Group’s Bloom Energy BE Stock Holding History

Princeton Portfolio Strategies Group’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
2021 Q2	$4.82M	Sell	179,363 -2,700	-1%	-$65.5K	0.93%	36
2021 Q1	$4.92M	Sell	182,063 -19,795	-10%	-$646K	0.95%	33
2020 Q4	$5.79M	Sell	201,858 -22,575	-10%	-$482K	1.14%	29
2020 Q3	$4.03M	Buy	224,433 +14,950	+7%	+$223K	0.88%	36
2020 Q2	$2.28M	Buy	209,483 +300	+0.1%	+$2.34K	0.54%	49
2020 Q1	$1.09M	Buy	209,183 +71,484	+52%	+$606K	0.32%	72
2019 Q4	$1.03M	Buy	137,699 +17,499	+15%	+$84.8K	0.24%	87
2019 Q3	$391K	Buy	120,200 +10,000	+9%	+$74.8K	0.1%	117
2019 Q2	$1.35M	Buy	+110,200	New	+$1.35M	0.34%	77

Other funds holding BE

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Princeton Portfolio Strategies Group's BE Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its Bloom Energy (BE) stake by 1.5% in Q2 2021, selling an estimated $65.5K and leaving 179,363 shares worth $4.82M. The position accounts for 0.93% of the portfolio, ranked #36.

Princeton Portfolio Strategies Group first reported a position in BE in Q2 2019 and has held it in 9 quarters since. The position peaked at $5.79M in Q4 2020. 285 funds tracked by Wall St. Rank hold BE as of Q2 2021.

Princeton Portfolio Strategies Group held 179,363 shares of Bloom Energy worth $4.82M as of Q2 2021.
Princeton Portfolio Strategies Group sold 2,700 Bloom Energy shares in Q2 2021, an estimated $65.5K.
Bloom Energy made up 0.93% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #36 holding.
Princeton Portfolio Strategies Group first reported a position in Bloom Energy in Q2 2019 and has held it in 9 quarters since.
Princeton Portfolio Strategies Group's Bloom Energy position peaked at $5.79M in Q4 2020.
285 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.