BE — BLOOM ENERGY CORP

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in BLOOM ENERGY CORP (BE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.88% (2025 Q4)
Avg. % of fund
0.31%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 78,100 +71,100 +1015.7% 0.88% $6.8M $86.89
2024 Q4 REDUCED 7,000 -2,427 -25.7% 0.03% $155K $22.21
2022 Q4 INITIATED 9,427 — — 0.01% $180K —
% of Fund (quarterly)    BE price (monthly, adj. close)

Other funds also holding BE

As of 2025 Q4 — sorted by position size

Graticule Asia Macro Advisors LLC 3Y 7Y 92.11% Elemental Capital Partners LLC 3Y 54.22% Flight Deck Capital, LP 3Y 20.06% JAT Capital Mgmt LP 3Y 14.6% Grand Alliance Asset Management Ltd 5.25% Trivest Advisors Ltd 3Y 4.46% Metavasi Capital LP 3Y 3.61% CAPITAL MANAGEMENT ASSOCIATES /NY/ 3Y 7Y 3.43% Family CFO Inc 3Y 3.26% Valliance Asset Management Ltd 3Y 3.18%
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