Transatlantique Private Wealth’s Bloom Energy BE Stock Holding History

Transatlantique Private 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 Q4	$534K	Sell	6,144 -3,619	-37%	-$380K	0.17%	145
2025 Q3	$826K	Hold	9,763	–	–	0.27%	105
2025 Q2	$234K	Buy	+9,763	New	+$189K	0.09%	200
2025 Q1	–	Sell	-9,503	Closed	-$211K	–	209
2024 Q4	$211K	Buy	+9,503	New	+$167K	0.08%	195
2023 Q4	–	Sell	-12,033	Closed	-$160K	–	216
2023 Q3	$160K	Sell	12,033 -61	-0.5%	-$956	0.09%	198
2023 Q2	$198K	Buy	12,094 +218	+2%	+$3.52K	0.1%	197
2023 Q1	$237K	Buy	11,876 +1,526	+15%	+$33.4K	0.13%	190
2022 Q4	$197K	Buy	+10,350	New	+$203K	0.12%	179

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

Situational Awareness San Francisco, California $13.7B AUM 334.5% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $649M AUM

Transatlantique Private Wealth's BE Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its Bloom Energy (BE) stake by 37% in Q4 2025, selling an estimated $380K and leaving 6,144 shares worth $534K. The position accounts for 0.17% of the portfolio, ranked #145.

Transatlantique Private Wealth first reported a position in BE in Q4 2022 and has held it in 8 quarters since. The position peaked at $826K in Q3 2025. 797 funds tracked by Wall St. Rank hold BE as of Q4 2025.

Transatlantique Private Wealth held 6,144 shares of Bloom Energy worth $534K as of Q4 2025.
Transatlantique Private Wealth sold 3,619 Bloom Energy shares in Q4 2025, an estimated $380K.
Bloom Energy made up 0.17% of Transatlantique Private Wealth's portfolio in Q4 2025, its #145 holding.
Transatlantique Private Wealth first reported a position in Bloom Energy in Q4 2022 and has held it in 8 quarters since.
Transatlantique Private Wealth's Bloom Energy position peaked at $826K in Q3 2025.
797 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.