Savant Capital’s Bloom Energy BE Stock Holding History

Savant Capital’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 Q1	–	Sell	-13,221	Closed	-$294K	–	1116
2024 Q4	$294K	Hold	13,221	–	–	﹤0.01%	1128
2024 Q3	$140K	Buy	+13,221	New	+$157K	﹤0.01%	1320

Other funds holding BE

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Savant Capital's BE Position: Q1 2025 in Review

Savant Capital sold out of Bloom Energy (BE) in Q1 2025, closing a stake of 13,221 shares — an estimated $294K sold.

Savant Capital first reported a position in BE in Q3 2024 and held it in 2 quarters. The position peaked at $294K in Q4 2024. 369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

Savant Capital reported no remaining Bloom Energy position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 13,221 Bloom Energy shares in Q1 2025, an estimated $294K.
Savant Capital first reported a position in Bloom Energy in Q3 2024 and held it in 2 quarters.
Savant Capital's Bloom Energy position peaked at $294K in Q4 2024.
369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.