Whittier Trust’s Bloom Energy BE Stock Holding History

Whittier Trust’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	$9.59M	Buy	71,034 +70,303	+9,617%	+$10.3M	0.11%	142
2025 Q4	$75.3K	Hold	731	–	–	﹤0.01%	789
2025 Q3	$66K	Hold	731	–	–	﹤0.01%	799
2025 Q2	$17.5K	Hold	731	–	–	﹤0.01%	1136
2025 Q1	$14.4K	Hold	731	–	–	﹤0.01%	1162
2024 Q4	$16.2K	Hold	731	–	–	﹤0.01%	1156
2024 Q3	$7.72K	Buy	731 +320	+78%	+$3.8K	﹤0.01%	1312
2024 Q2	$5.03K	Hold	411	–	–	﹤0.01%	1340
2024 Q1	$4.62K	Hold	411	–	–	﹤0.01%	1365
2023 Q4	$6.08K	Hold	411	–	–	﹤0.01%	1300
2023 Q3	$5.45K	Hold	411	–	–	﹤0.01%	1362
2023 Q2	$6.71K	Hold	411	–	–	﹤0.01%	1324
2023 Q1	$8.19K	Hold	411	–	–	﹤0.01%	1333
2022 Q4	$7.85K	Hold	411	–	–	﹤0.01%	1334
2022 Q3	$8K	Sell	411 -3,278	-89%	-$73.9K	﹤0.01%	1370
2022 Q2	$61K	Hold	3,689	–	–	﹤0.01%	918
2022 Q1	$89K	Buy	+3,689	New	+$72.1K	﹤0.01%	846
2019 Q4	–	Sell	-460	Closed	-$1K	–	1520
2019 Q3	$1K	Hold	460	–	–	﹤0.01%	1423
2019 Q2	$6K	Buy	+460	New	+$5.64K	﹤0.01%	1126

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