Symmetry Investments’s Bloom Energy BE Stock Holding History

Symmetry Investments’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	-55,000	Closed	-$1.08M	–	133
2025 Q1	$1.08M	Buy	+55,000	New	+$1.31M	0.08%	117
2024 Q4	–	Sell	-97,153	Closed	-$1.03M	–	171
2024 Q3	$1.03M	Buy	97,153 +66,153	+213%	+$785K	0.14%	94
2024 Q2	$379K	Sell	31,000 -24,656	-44%	-$314K	0.04%	154
2024 Q1	$626K	Buy	55,656 +27,238	+96%	+$299K	0.04%	125
2023 Q4	$421K	Sell	28,418 -94,182	-77%	-$1.18M	0.03%	167
2023 Q3	$1.63M	Buy	122,600 +105,100	+601%	+$1.65M	0.33%	71
2023 Q2	$286K	Sell	17,500 -9,800	-36%	-$158K	0.04%	146
2023 Q1	$544K	Buy	+27,300	New	+$598K	0.13%	88
2022 Q1	–	Sell	-95,238	Closed	-$2.09M	–	107
2021 Q4	$2.09M	Buy	95,238 +70,338	+282%	+$1.78M	0.65%	34
2021 Q3	$466K	Buy	+24,900	New	+$527K	0.07%	117

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

Symmetry Investments's BE Position: Q2 2025 in Review

Symmetry Investments sold out of Bloom Energy (BE) in Q2 2025, closing a stake of 55,000 shares — an estimated $1.08M sold.

Symmetry Investments first reported a position in BE in Q3 2021 and held it in 10 quarters. The position peaked at $2.09M in Q4 2021. 385 funds tracked by Wall St. Rank hold BE as of Q2 2025.

Symmetry Investments reported no remaining Bloom Energy position as of Q2 2025 after selling out during the quarter.
Symmetry Investments sold 55,000 Bloom Energy shares in Q2 2025, an estimated $1.08M.
Symmetry Investments first reported a position in Bloom Energy in Q3 2021 and held it in 10 quarters.
Symmetry Investments's Bloom Energy position peaked at $2.09M in Q4 2021.
385 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2025.

Based on Symmetry Investments's 13F filing for Q2 2025, filed 14 Aug 2025.