Tidal Investments’s Bloom Energy BE Stock Holding History

Tidal 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
2026 Q1	$41.7M	Buy	307,415 +173,924	+130%	+$25.5M	0.13%	213
2025 Q4	$11.6M	Buy	133,491 +33,123	+33%	+$3.48M	0.05%	413
2025 Q3	$8.49M	Buy	100,368 +16,273	+19%	+$756K	0.04%	471
2025 Q2	$2.01M	Sell	84,095 -16,448	-16%	-$318K	0.01%	729
2025 Q1	$1.98M	Sell	100,543 -19,604	-16%	-$468K	0.02%	707
2024 Q4	$2.67M	Buy	120,147 +5,858	+5%	+$103K	0.02%	591
2024 Q3	$1.21M	Sell	114,289 -4,107	-3%	-$48.7K	0.01%	905
2024 Q2	$1.45M	Buy	118,396 +85,461	+259%	+$1.09M	0.02%	708
2024 Q1	$370K	Buy	+32,935	New	+$362K	0.01%	1321
2022 Q4	–	Sell	-4,479	Closed	-$90K	–	1116
2022 Q3	$90K	Buy	4,479 +290	+7%	+$6.53K	﹤0.01%	1044
2022 Q2	$69K	Buy	+4,189	New	+$76.7K	﹤0.01%	1077

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