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Caldwell Sutter Capital’s Bloom Energy BE Stock Holding History

Caldwell Sutter Capital’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 		$28.8K Sell
95
-10
-10% -$2.56K 0.01% 482
2026
Q1 		$14.2K Sell
105
-40
-28% -$5.87K 0.01% 523
2025
Q4 		$12.6K Sell
145
-55
-28% -$5.78K 0.01% 521
2025
Q3 		$16.9K Hold
200
– – 0.01% 494
2025
Q2 		$4.78K Hold
200
– – ﹤0.01% 621
2025
Q1 		$3.93K Hold
200
– – ﹤0.01% 654
2024
Q4 		$4.44K Hold
200
– – ﹤0.01% 653
2024
Q3 		$2.11K Hold
200
– – ﹤0.01% 750
2024
Q2 		$2.45K Hold
200
– – ﹤0.01% 737
2024
Q1 		$2.25K Sell
200
-75
-27% -$824 ﹤0.01% 745
2023
Q4 		$4.07K Buy
275
+40
+17% +$500 ﹤0.01% 654
2023
Q3 		$3.12K Hold
235
– – ﹤0.01% 664
2023
Q2 		$3.84K Buy
+235
New +$3.8K ﹤0.01% 641

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Caldwell Sutter Capital's BE Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Bloom Energy (BE) stake by 9.5% in Q2 2026, selling an estimated $2.56K and leaving 95 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #482.

Caldwell Sutter Capital first reported a position in BE in Q2 2023 and has held it in 13 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Caldwell Sutter Capital held 95 shares of Bloom Energy worth $28.8K as of Q2 2026.
  • Caldwell Sutter Capital sold 10 Bloom Energy shares in Q2 2026, an estimated $2.56K.
  • Bloom Energy made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #482 holding.
  • Caldwell Sutter Capital first reported a position in Bloom Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.