Venturi Wealth Management’s Bloom Energy BE Stock Holding History

Venturi Wealth Management’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 Q1	–	Sell	-140	Closed	-$3.11K	–	701
2024 Q4	$3.11K	Hold	140	–	–	﹤0.01%	1792
2024 Q3	$1.48K	Hold	140	–	–	﹤0.01%	1717
2024 Q2	$1.71K	Hold	140	–	–	﹤0.01%	1386
2024 Q1	$1.57K	Hold	140	–	–	﹤0.01%	1287
2023 Q4	$2.07K	Hold	140	–	–	﹤0.01%	1213
2023 Q3	$1.86K	Hold	140	–	–	﹤0.01%	1188
2023 Q2	$2.29K	Hold	140	–	–	﹤0.01%	901
2023 Q1	$2.79K	Buy	+140	New	+$3.07K	﹤0.01%	942

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Venturi Wealth Management's BE Position: Q1 2025 in Review

Venturi Wealth Management sold out of Bloom Energy (BE) in Q1 2025, closing a stake of 140 shares — an estimated $3.11K sold.

Venturi Wealth Management first reported a position in BE in Q1 2023 and held it in 8 quarters. The position peaked at $3.11K in Q4 2024. 369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

Venturi Wealth Management reported no remaining Bloom Energy position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 140 Bloom Energy shares in Q1 2025, an estimated $3.11K.
Venturi Wealth Management first reported a position in Bloom Energy in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's Bloom Energy position peaked at $3.11K in Q4 2024.
369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.