Wilson Asset Management’s Bloom Energy BE Stock Holding History

Wilson Asset 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 Q4	–	Sell	-18,094	Closed	-$1.53M	–	44
2025 Q3	$1.53M	Buy	+18,094	New	+$840K	0.38%	39

Other funds holding BE

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

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

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Wilson Asset Management's BE Position: Q4 2025 in Review

Wilson Asset Management sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 18,094 shares — an estimated $1.53M sold.

Wilson Asset Management first reported a position in BE in Q3 2025 and held it in 1 quarter. The position peaked at $1.53M in Q3 2025. 800 funds tracked by Wall St. Rank hold BE as of Q4 2025.

Wilson Asset Management reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
Wilson Asset Management sold 18,094 Bloom Energy shares in Q4 2025, an estimated $1.53M.
Wilson Asset Management first reported a position in Bloom Energy in Q3 2025 and held it in 1 quarter.
Wilson Asset Management's Bloom Energy position peaked at $1.53M in Q3 2025.
800 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Wilson Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.