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Royce & Associates’s Bloom Energy BE Stock Holding History

Royce & 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
2025
Q3 		– Sell
-156,152
Closed -$3.74M – 768
2025
Q2 		$3.74M Buy
+156,152
New +$3.02M 0.04% 516
2021
Q1 		– Sell
-701,639
Closed -$20.1M – 1015
2020
Q4 		$20.1M Sell
701,639
-14,400
-2% -$307K 0.17% 172
2020
Q3 		$12.9M Sell
716,039
-146,500
-17% -$2.19M 0.14% 213
2020
Q2 		$9.38M Sell
862,539
-48,035
-5% -$375K 0.1% 277
2020
Q1 		$4.76M Buy
910,574
+122,500
+16% +$1.04M 0.06% 391
2019
Q4 		$5.89M Sell
788,074
-245,000
-24% -$1.19M 0.05% 449
2019
Q3 		$3.36M Buy
1,033,074
+172,673
+20% +$1.29M 0.03% 582
2019
Q2 		$10.6M Buy
+860,401
New +$10.6M 0.1% 316

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
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
GAMA
Graticule Asia Macro Advisors New York $649M AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Royce & Associates's BE Position: Q3 2025 in Review

Royce & Associates sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 156,152 shares — an estimated $3.74M sold.

Royce & Associates first reported a position in BE in Q2 2019 and held it in 8 quarters. The position peaked at $20.1M in Q4 2020. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

  • Royce & Associates reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
  • Royce & Associates sold 156,152 Bloom Energy shares in Q3 2025, an estimated $3.74M.
  • Royce & Associates first reported a position in Bloom Energy in Q2 2019 and held it in 8 quarters.
  • Royce & Associates's Bloom Energy position peaked at $20.1M in Q4 2020.
  • 600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Royce & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.