SCM
BE icon

Semanteon Capital Management’s Bloom Energy BE Stock Holding History

Semanteon Capital Management’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
-7,025
Closed -$594K – 30
2025
Q3 		$594K Buy
+7,025
New +$326K 0.75% 1
2025
Q1 		– Sell
-56,685
Closed -$1.26M – 251
2024
Q4 		$1.26M Buy
+56,685
New +$994K 0.68% 59

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
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

Semanteon Capital Management's BE Position: Q4 2025 in Review

Semanteon Capital Management sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 7,025 shares — an estimated $594K sold.

Semanteon Capital Management first reported a position in BE in Q4 2024 and held it in 2 quarters. The position peaked at $1.26M in Q4 2024. 799 funds tracked by Wall St. Rank hold BE as of Q4 2025.

  • Semanteon Capital Management reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 7,025 Bloom Energy shares in Q4 2025, an estimated $594K.
  • Semanteon Capital Management first reported a position in Bloom Energy in Q4 2024 and held it in 2 quarters.
  • Semanteon Capital Management's Bloom Energy position peaked at $1.26M in Q4 2024.
  • 799 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Semanteon Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.