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ACT Capital Management’s Bloom Energy BE Stock Holding History

ACT Capital 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
2026
Q2 		$2.27M Buy
7,500
+3,000
+67% +$769K 1.48% 18
2026
Q1 		$610K Sell
4,500
-8,500
-65% -$1.25M 0.48% 23
2025
Q4 		$1.13M Buy
+13,000
New +$1.37M 0.91% 24

Other funds holding BE

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

ACT Capital Management's BE Position: Q2 2026 in Review

ACT Capital Management increased its Bloom Energy (BE) stake by 67% in Q2 2026, buying an estimated $769K and bringing the position to 7,500 shares worth $2.27M. The position accounts for 1.48% of the portfolio, ranked #18.

ACT Capital Management first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • ACT Capital Management held 7,500 shares of Bloom Energy worth $2.27M as of Q2 2026.
  • ACT Capital Management bought 3,000 Bloom Energy shares in Q2 2026, an estimated $769K.
  • Bloom Energy made up 1.48% of ACT Capital Management's portfolio in Q2 2026, its #18 holding.
  • ACT Capital Management first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 568 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on ACT Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.