Advent Capital Management’s Bloom Energy BE Stock Holding History

Advent 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
2025 Q4	–	Sell	-10,000	Closed	-$846K	–	231
2025 Q3	$846K	Buy	+10,000	New	+$464K	0.02%	194
2023 Q3	–	Sell	-80,000	Closed	-$1.31M	–	205
2023 Q2	$1.31M	Buy	+80,000	New	+$1.29M	0.03%	199

Other funds holding BE

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

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

Advent Capital Management sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 15,000 shares — an estimated $2.03M sold.

Advent Capital Management first reported a position in BE in Q3 2023 and held it in 2 quarters. The position peaked at $2.03M in Q1 2026. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Advent Capital Management reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Advent Capital Management sold 15,000 Bloom Energy shares in Q2 2026, an estimated $2.03M.
Advent Capital Management first reported a position in Bloom Energy in Q3 2023 and held it in 2 quarters.
Advent Capital Management's Bloom Energy position peaked at $2.03M in Q1 2026.
1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Advent Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.