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Tortoise Capital Advisors’s Bloom Energy BE Stock Holding History

Tortoise Capital Advisors’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
2022
Q3 		– Sell
-31
Closed -$1K – 120
2022
Q2 		$1K Hold
31
– – ﹤0.01% 131
2022
Q1 		$1K Hold
31
– – ﹤0.01% 135
2021
Q4 		$1K Hold
31
– – ﹤0.01% 130
2021
Q3 		$1K Hold
31
– – ﹤0.01% 150
2021
Q2 		$1K Buy
+31
New +$752 ﹤0.01% 136

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Tortoise Capital Advisors's BE Position: Q3 2022 in Review

Tortoise Capital Advisors sold out of Bloom Energy (BE) in Q3 2022, closing a stake of 31 shares — an estimated $1K sold.

Tortoise Capital Advisors first reported a position in BE in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 309 funds tracked by Wall St. Rank hold BE as of Q3 2022.

  • Tortoise Capital Advisors reported no remaining Bloom Energy position as of Q3 2022 after selling out during the quarter.
  • Tortoise Capital Advisors sold 31 Bloom Energy shares in Q3 2022, an estimated $1K.
  • Tortoise Capital Advisors first reported a position in Bloom Energy in Q2 2021 and held it in 5 quarters.
  • Tortoise Capital Advisors's Bloom Energy position peaked at $1K in Q2 2022.
  • 309 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2022.

Based on Tortoise Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.