SPX Gestao de Recursos’s Bloom Energy BE Stock Holding History

SPX Gestao de Recursos’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	-20,000	Closed	-$1.69M	–	78
2025 Q3	$1.69M	Buy	+20,000	New	+$929K	0.14%	73
2025 Q2	–	Sell	-100,000	Closed	-$1.97M	–	120
2025 Q1	$1.97M	Sell	100,000 -100,000	-50%	-$2.39M	0.25%	58
2024 Q4	$4.44M	Buy	+200,000	New	+$3.51M	0.67%	39

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

SPX Gestao de Recursos's BE Position: Q4 2025 in Review

SPX Gestao de Recursos sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 20,000 shares — an estimated $1.69M sold.

SPX Gestao de Recursos first reported a position in BE in Q4 2024 and held it in 3 quarters. The position peaked at $4.44M in Q4 2024. 800 funds tracked by Wall St. Rank hold BE as of Q4 2025.

SPX Gestao de Recursos reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
SPX Gestao de Recursos sold 20,000 Bloom Energy shares in Q4 2025, an estimated $1.69M.
SPX Gestao de Recursos first reported a position in Bloom Energy in Q4 2024 and held it in 3 quarters.
SPX Gestao de Recursos's Bloom Energy position peaked at $4.44M in Q4 2024.
800 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on SPX Gestao de Recursos's 13F filing for Q4 2025, filed 13 Feb 2026.