Winton Group’s Bloom Energy BE Stock Holding History

Winton 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	–	Sell	-3,400	Closed	-$295K	–	1123
2025 Q4	$295K	Buy	+3,400	New	+$357K	0.01%	746
2025 Q2	–	Sell	-15,780	Closed	-$310K	–	828
2025 Q1	$310K	Buy	+15,780	New	+$377K	0.02%	572
2023 Q2	–	Sell	-38,275	Closed	-$763K	–	789
2023 Q1	$763K	Buy	38,275 +12,480	+48%	+$273K	0.05%	535
2022 Q4	$493K	Sell	25,795 -66	-0.3%	-$1.3K	0.03%	636
2022 Q3	$517K	Sell	25,861 -5,565	-18%	-$125K	0.03%	636
2022 Q2	$519K	Buy	31,426 +4,863	+18%	+$89K	0.03%	685
2022 Q1	$641K	Buy	26,563 +3,998	+18%	+$78.1K	0.03%	611
2021 Q4	$495K	Buy	22,565 +2,431	+12%	+$61.5K	0.03%	677
2021 Q3	$377K	Buy	20,134 +433	+2%	+$9.16K	0.02%	998
2021 Q2	$529K	Buy	+19,701	New	+$478K	0.03%	890

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