Rise Advisors’s Bloom Energy BE Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-425	Closed	-$35.9K	–	247
2025 Q3	$35.9K	Hold	425	–	–	0.01%	329
2025 Q2	$10.2K	Sell	425 -14	-3%	-$271	﹤0.01%	987
2025 Q1	$8.63K	Buy	+439	New	+$10.5K	﹤0.01%	1079

Other funds holding BE

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

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

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Rise Advisors's BE Position: Q4 2025 in Review

Rise Advisors sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 425 shares — an estimated $35.9K sold.

Rise Advisors first reported a position in BE in Q1 2025 and held it in 3 quarters. The position peaked at $35.9K in Q3 2025. 800 funds tracked by Wall St. Rank hold BE as of Q4 2025.

Rise Advisors reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 425 Bloom Energy shares in Q4 2025, an estimated $35.9K.
Rise Advisors first reported a position in Bloom Energy in Q1 2025 and held it in 3 quarters.
Rise Advisors's Bloom Energy position peaked at $35.9K in Q3 2025.
800 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.