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Valley National Advisers’s Bloom Energy BE Stock Holding History

Valley National Advisers’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
-775
Closed -$15K – 815
2025
Q1 		$15K Buy
775
+200
+35% +$4.78K ﹤0.01% 513
2024
Q4 		$12K Buy
+575
New +$10.1K ﹤0.01% 517
2024
Q3 		– Sell
-90
Closed -$1K – 782
2024
Q2 		$1K Buy
+90
New +$1.15K ﹤0.01% 990
2023
Q4 		– Sell
-40
Closed -$1K – 1196
2023
Q3 		$1K Buy
+40
New +$627 ﹤0.01% 887

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Valley National Advisers's BE Position: Q2 2025 in Review

Valley National Advisers sold out of Bloom Energy (BE) in Q2 2025, closing a stake of 775 shares — an estimated $15K sold.

Valley National Advisers first reported a position in BE in Q3 2023 and held it in 4 quarters. The position peaked at $15K in Q1 2025. 385 funds tracked by Wall St. Rank hold BE as of Q2 2025.

  • Valley National Advisers reported no remaining Bloom Energy position as of Q2 2025 after selling out during the quarter.
  • Valley National Advisers sold 775 Bloom Energy shares in Q2 2025, an estimated $15K.
  • Valley National Advisers first reported a position in Bloom Energy in Q3 2023 and held it in 4 quarters.
  • Valley National Advisers's Bloom Energy position peaked at $15K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2025.

Based on Valley National Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.