Salient Capital Advisors’s Bloom Energy BE Stock Holding History

Salient Capital 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
2022 Q4	–	Sell	-48,188	Closed	-$963K	–	4
2022 Q3	$963K	Buy	+48,188	New	+$1.09M	0.06%	32
2021 Q3	–	Sell	-247,128	Closed	-$6.64M	–	59
2021 Q2	$6.64M	Sell	247,128 -33,932	-12%	-$823K	0.28%	34
2021 Q1	$7.6M	Buy	281,060 +148,468	+112%	+$4.84M	0.36%	33
2020 Q4	$3.8M	Buy	+132,592	New	+$2.83M	0.21%	38

Other funds holding BE

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Salient Capital Advisors's BE Position: Q4 2022 in Review

Salient Capital Advisors sold out of Bloom Energy (BE) in Q4 2022, closing a stake of 48,188 shares — an estimated $963K sold.

Salient Capital Advisors first reported a position in BE in Q4 2020 and held it in 4 quarters. The position peaked at $7.6M in Q1 2021. 328 funds tracked by Wall St. Rank hold BE as of Q4 2022.

Salient Capital Advisors reported no remaining Bloom Energy position as of Q4 2022 after selling out during the quarter.
Salient Capital Advisors sold 48,188 Bloom Energy shares in Q4 2022, an estimated $963K.
Salient Capital Advisors first reported a position in Bloom Energy in Q4 2020 and held it in 4 quarters.
Salient Capital Advisors's Bloom Energy position peaked at $7.6M in Q1 2021.
328 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2022.

Based on Salient Capital Advisors's 13F filing for Q4 2022.