Wellington Management Group
BE icon

Wellington Management Group’s Bloom Energy BE Stock Holding History

Wellington Management Group’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 		$281M Sell
2,073,606
-288,622
-12% -$42.4M 0.05% 302
2025
Q4 		$205M Buy
2,362,228
+1,198,178
+103% +$126M 0.04% 382
2025
Q3 		$98.4M Buy
+1,164,050
New +$54.1M 0.02% 558
2025
Q2 		– Sell
-718,153
Closed -$14.1M – 1954
2025
Q1 		$14.1M Sell
718,153
-665,744
-48% -$15.9M ﹤0.01% 1089
2024
Q4 		$30.7M Buy
1,383,897
+1,043,326
+306% +$18.3M 0.01% 849
2024
Q3 		$3.6M Sell
340,571
-2,690
-0.8% -$31.9K ﹤0.01% 1415
2024
Q2 		$4.2M Buy
+343,261
New +$4.38M ﹤0.01% 1356
2021
Q4 		– Sell
-10,316
Closed -$194K – 2178
2021
Q3 		$194K Buy
10,316
+1,849
+22% +$39.1K ﹤0.01% 2108
2021
Q2 		$228K Buy
+8,467
New +$205K ﹤0.01% 2074
2021
Q1 		– Sell
-723,464
Closed -$20.7M – 2096
2020
Q4 		$20.7M Buy
723,464
+299,802
+71% +$6.4M ﹤0.01% 1023
2020
Q3 		$7.61M Buy
+423,662
New +$6.32M ﹤0.01% 1168

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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $3.86B AUM 334.5% 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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return