WT Asset Management’s Bloom Energy BE Stock Holding History

WT 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	-301,500	Closed	-$25.5M	–	45
2025 Q3	$25.5M	Buy	+301,500	New	+$14M	1.18%	20

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $13.7B AUM 334.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $649M AUM

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

WT Asset Management sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 301,500 shares — an estimated $25.5M sold.

WT Asset Management first reported a position in BE in Q3 2025 and held it in 1 quarter. The position peaked at $25.5M in Q3 2025. 798 funds tracked by Wall St. Rank hold BE as of Q4 2025.

WT Asset Management reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
WT Asset Management sold 301,500 Bloom Energy shares in Q4 2025, an estimated $25.5M.
WT Asset Management first reported a position in Bloom Energy in Q3 2025 and held it in 1 quarter.
WT Asset Management's Bloom Energy position peaked at $25.5M in Q3 2025.
798 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on WT Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.