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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advent Capital Management's BE Position: Q1 2026 in Review

Advent Capital Management opened a new position in Bloom Energy (BE) in Q1 2026: 15,000 shares worth $2.03M. The stake represents 0.06% of the portfolio and ranks #169 among its holdings. This is a return to the name: Advent Capital Management previously reported a position in BE as recently as Q3 2023.

Advent Capital Management first reported a position in BE in Q3 2023 and has held it in 2 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Advent Capital Management held 15,000 shares of Bloom Energy worth $2.03M as of Q1 2026.
  • Bloom Energy was a new Advent Capital Management position in Q1 2026.
  • Bloom Energy made up 0.06% of Advent Capital Management's portfolio in Q1 2026, its #169 holding.
  • Advent Capital Management first reported a position in Bloom Energy in Q3 2023 and has held it in 2 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Advent Capital Management's 13F filing for Q1 2026, filed 7 May 2026.