SVB Wealth’s Bloom Energy BE Stock Holding History

SVB Wealth’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 Q2	–	Sell	-672	Closed	-$13.2K	–	627
2025 Q1	$13.2K	Buy	+672	New	+$16K	﹤0.01%	825

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SVB Wealth's BE Position: Q2 2025 in Review

SVB Wealth sold out of Bloom Energy (BE) in Q2 2025, closing a stake of 672 shares — an estimated $13.2K sold.

SVB Wealth first reported a position in BE in Q1 2025 and held it in 1 quarter. The position peaked at $13.2K in Q1 2025. 386 funds tracked by Wall St. Rank hold BE as of Q2 2025.

SVB Wealth reported no remaining Bloom Energy position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 672 Bloom Energy shares in Q2 2025, an estimated $13.2K.
SVB Wealth first reported a position in Bloom Energy in Q1 2025 and held it in 1 quarter.
SVB Wealth's Bloom Energy position peaked at $13.2K in Q1 2025.
386 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.