Versor Investments’s Bloom Energy BE Stock Holding History

Versor Investments’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
2024 Q4	–	Sell	-17,900	Closed	-$189K	–	761
2024 Q3	$189K	Buy	+17,900	New	+$212K	0.03%	718
2023 Q1	–	Sell	-20,200	Closed	-$386K	–	706
2022 Q4	$386K	Buy	+20,200	New	+$397K	0.03%	426

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Versor Investments's BE Position: Q4 2024 in Review

Versor Investments sold out of Bloom Energy (BE) in Q4 2024, closing a stake of 17,900 shares — an estimated $189K sold.

Versor Investments first reported a position in BE in Q4 2022 and held it in 2 quarters. The position peaked at $386K in Q4 2022. 370 funds tracked by Wall St. Rank hold BE as of Q4 2024.

Versor Investments reported no remaining Bloom Energy position as of Q4 2024 after selling out during the quarter.
Versor Investments sold 17,900 Bloom Energy shares in Q4 2024, an estimated $189K.
Versor Investments first reported a position in Bloom Energy in Q4 2022 and held it in 2 quarters.
Versor Investments's Bloom Energy position peaked at $386K in Q4 2022.
370 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2024.

Based on Versor Investments's 13F filing for Q4 2024, filed 5 Feb 2025.