Private Trust Company’s Bloom Energy BE Stock Holding History

Private Trust Company’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	$6.78K	Buy	50 +44	+733%	+$6.46K	﹤0.01%	2103
2025 Q4	$521	Buy	+6	New	+$630	﹤0.01%	2460
2025 Q1	–	Sell	-59	Closed	-$1.31K	–	2476
2024 Q4	$1.31K	Buy	+59	New	+$1.03K	﹤0.01%	2216
2024 Q3	–	Sell	-3,000	Closed	-$36.7K	–	2291
2024 Q2	$36.7K	Hold	3,000	–	–	﹤0.01%	1224
2024 Q1	$33.7K	Hold	3,000	–	–	﹤0.01%	1254
2023 Q4	$44.4K	Hold	3,000	–	–	0.01%	1106
2023 Q3	$39.8K	Hold	3,000	–	–	0.01%	1105
2023 Q2	$49K	Hold	3,000	–	–	0.01%	1039
2023 Q1	$59.8K	Hold	3,000	–	–	0.01%	929
2022 Q4	$57K	Buy	+3,000	New	+$58.9K	0.01%	909

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