Steward Financial Group’s Bloom Energy BE Stock Holding History

Steward Financial Group’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
2023 Q2	–	Sell	-45	Closed	–	–	507
2023 Q1	$0	Buy	45 +25	+125%	+$547	﹤0.01%	728
2022 Q4	$0	Buy	+20	New	+$393	﹤0.01%	562
2022 Q3	–	Sell	-18	Closed	–	–	201
2022 Q2	$0	Buy	+18	New	+$330	﹤0.01%	986

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

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

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

Coatue Management New York $29.1B AUM 96.54% 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

Steward Financial Group's BE Position: Q2 2023 in Review

Steward Financial Group sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 45 shares.

Steward Financial Group first reported a position in BE in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

Steward Financial Group reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 45 Bloom Energy shares in Q2 2023.
Steward Financial Group first reported a position in Bloom Energy in Q2 2022 and held it in 3 quarters.
Steward Financial Group's Bloom Energy position peaked at $0 in Q1 2023.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.