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Cadent Capital Advisors’s Bloom Energy BE Stock Holding History

Cadent Capital Advisors’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
Q3 		$2.41M Buy
8,691
+1,371
+19% +$324K 0.52% 59
2026
Q2 		$2.22M Buy
+7,320
New +$1.88M 0.46% 61

Other funds holding BE

CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Cadent Capital Advisors's BE Position: Q3 2026 in Review

Cadent Capital Advisors increased its Bloom Energy (BE) stake by 19% in Q3 2026, buying an estimated $324K and bringing the position to 8,691 shares worth $2.41M. The position accounts for 0.52% of the portfolio, ranked #59.

Cadent Capital Advisors first reported a position in BE in Q2 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Cadent Capital Advisors held 8,691 shares of Bloom Energy worth $2.41M as of Q3 2026.
  • Cadent Capital Advisors bought 1,371 Bloom Energy shares in Q3 2026, an estimated $324K.
  • Bloom Energy made up 0.52% of Cadent Capital Advisors's portfolio in Q3 2026, its #59 holding.
  • Cadent Capital Advisors first reported a position in Bloom Energy in Q2 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.