TwinBeech Capital’s Bloom Energy BE Stock Holding History

TwinBeech Capital’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	$323K	Buy	+2,383	New	+$350K	0.03%	437
2025 Q4	–	Sell	-88,005	Closed	-$7.44M	–	606
2025 Q3	$7.44M	Buy	+88,005	New	+$4.09M	0.29%	105
2025 Q2	–	Sell	-533,447	Closed	-$10.5M	–	652
2025 Q1	$10.5M	Buy	533,447 +132,964	+33%	+$3.17M	0.19%	143
2024 Q4	$8.89M	Buy	+400,483	New	+$7.02M	0.15%	165
2024 Q1	–	Sell	-114,933	Closed	-$1.7M	–	556
2023 Q4	$1.7M	Buy	+114,933	New	+$1.44M	0.03%	427
2022 Q4	–	Sell	-97,613	Closed	-$1.95M	–	696
2022 Q3	$1.95M	Buy	97,613 +63,272	+184%	+$1.43M	0.05%	341
2022 Q2	$567K	Buy	+34,341	New	+$629K	0.03%	411
2022 Q1	–	Sell	-110,503	Closed	-$2.42M	–	502
2021 Q4	$2.42M	Buy	+110,503	New	+$2.8M	0.14%	196
2021 Q2	–	Sell	-7,716	Closed	-$209K	–	448
2021 Q1	$209K	Sell	7,716 -19,454	-72%	-$634K	0.03%	422
2020 Q4	$779K	Buy	+27,170	New	+$580K	0.13%	218

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