Caitong International Asset Management’s Bloom Energy BE Stock Holding History

Caitong International Asset 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	$19.7M	Buy	+65,222	New	+$16.7M	2.71%	7
2026 Q1	–	Sell	-42,185	Closed	-$3.67M	–	2622
2025 Q4	$3.67M	Buy	+42,185	New	+$4.43M	0.9%	18
2025 Q3	–	Sell	-5,824	Closed	-$139K	–	1966
2025 Q2	$139K	Sell	5,824 -5,813	-50%	-$113K	0.1%	114
2025 Q1	$229K	Sell	11,637 -2,040	-15%	-$48.7K	0.17%	106
2024 Q4	$304K	Buy	+13,677	New	+$240K	0.3%	44

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

Caitong International Asset Management's BE Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in Bloom Energy (BE) in Q2 2026: 65,222 shares worth $19.7M. The stake represents 2.71% of the portfolio and ranks #7 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in BE as recently as Q4 2025.

Caitong International Asset Management first reported a position in BE in Q4 2024 and has held it in 5 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Caitong International Asset Management held 65,222 shares of Bloom Energy worth $19.7M as of Q2 2026.
Bloom Energy was a new Caitong International Asset Management position in Q2 2026.
Bloom Energy made up 2.71% of Caitong International Asset Management's portfolio in Q2 2026, its #7 holding.
Caitong International Asset Management first reported a position in Bloom Energy in Q4 2024 and has held it in 5 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.