Alpha Capital Management’s Bloom Energy BE Stock Holding History

Alpha 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	$816K	Buy	+2,697	New	+$691K	0.11%	96
2025 Q2	–	Sell	-26,204	Closed	-$515K	–	113
2025 Q1	$515K	Buy	+26,204	New	+$626K	0.1%	88
2024 Q1	–	Sell	-162,072	Closed	-$2.4M	–	117
2023 Q4	$2.4M	Buy	162,072 +410	+0.3%	+$5.13K	0.5%	65
2023 Q3	$2.14M	Buy	161,662 +8,045	+5%	+$126K	0.5%	65
2023 Q2	$2.94M	Hold	153,617	–	–	0.73%	50
2023 Q1	$2.94M	Hold	153,617	–	–	0.73%	50
2022 Q4	$2.94M	Sell	153,617 -5,478	-3%	-$108K	0.73%	50
2022 Q3	$3.18M	Sell	159,095 -4,456	-3%	-$100K	0.84%	48
2022 Q2	$2.7M	Buy	163,551 +11,180	+7%	+$205K	0.74%	54
2022 Q1	$3.68M	Buy	152,371 +61,099	+67%	+$1.19M	0.8%	41
2021 Q4	$2M	Buy	+91,272	New	+$2.31M	0.44%	65

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

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

Alpha Capital Management opened a new position in Bloom Energy (BE) in Q2 2026: 2,697 shares worth $816K. The stake represents 0.11% of the portfolio and ranks #96 among its holdings. This is a return to the name: Alpha Capital Management previously reported a position in BE as recently as Q1 2025.

Alpha Capital Management first reported a position in BE in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.68M in Q1 2022. 1,282 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Alpha Capital Management held 2,697 shares of Bloom Energy worth $816K as of Q2 2026.
Bloom Energy was a new Alpha Capital Management position in Q2 2026.
Bloom Energy made up 0.11% of Alpha Capital Management's portfolio in Q2 2026, its #96 holding.
Alpha Capital Management first reported a position in Bloom Energy in Q4 2021 and has held it in 11 quarters since.
Alpha Capital Management's Bloom Energy position peaked at $3.68M in Q1 2022.
1,282 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Alpha Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.