SC
BE icon

Stephens Consulting’s Bloom Energy BE Stock Holding History

Stephens Consulting’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 		$261K Buy
+3,000
New +$315K 0.08% 54
2025
Q3 		– Sell
-1
Closed -$24 – 479
2025
Q2 		$24 Sell
1
-59
-98% -$1.14K ﹤0.01% 1167
2025
Q1 		$1.18K Buy
+60
New +$1.43K ﹤0.01% 573

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

Stephens Consulting's BE Position: Q4 2025 in Review

Stephens Consulting opened a new position in Bloom Energy (BE) in Q4 2025: 3,000 shares worth $261K. The stake represents 0.08% of the portfolio and ranks #54 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in BE as recently as Q2 2025.

Stephens Consulting first reported a position in BE in Q1 2025 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold BE as of Q4 2025.

  • Stephens Consulting held 3,000 shares of Bloom Energy worth $261K as of Q4 2025.
  • Bloom Energy was a new Stephens Consulting position in Q4 2025.
  • Bloom Energy made up 0.08% of Stephens Consulting's portfolio in Q4 2025, its #54 holding.
  • Stephens Consulting first reported a position in Bloom Energy in Q1 2025 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.