Sunbelt Securities’s Bloom Energy BE Stock Holding History

Sunbelt Securities’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
2026 Q1	$47.8K	Buy	353 +73	+26%	+$10.7K	﹤0.01%	1036
2025 Q4	$24.3K	Hold	280	–	–	﹤0.01%	1204
2025 Q3	$23.7K	Hold	280	–	–	﹤0.01%	1213
2025 Q2	$6.22K	Hold	280	–	–	﹤0.01%	1400
2025 Q1	$5.5K	Hold	280	–	–	﹤0.01%	1400
2024 Q4	$6.3K	Hold	280	–	–	﹤0.01%	1399
2024 Q3	$2.96K	Hold	280	–	–	﹤0.01%	1550
2024 Q2	$3.43K	Hold	280	–	–	﹤0.01%	1466
2024 Q1	$3.15K	Hold	280	–	–	﹤0.01%	1446
2023 Q4	$4.14K	Hold	280	–	–	﹤0.01%	1341
2023 Q3	$3.71K	Hold	280	–	–	﹤0.01%	1366
2023 Q2	$4.58K	Hold	280	–	–	﹤0.01%	1341
2023 Q1	$5.47K	Buy	+280	New	+$6.13K	﹤0.01%	1277

Other funds holding BE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

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

Geode Capital Management

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return