Cape Investment Advisory’s Bloom Energy BE Stock Holding History

Cape Investment Advisory’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	$54.5K	Buy	+180	New	+$46.1K	0.01%	478
2026 Q1	–	Sell	-20	Closed	-$1.74K	–	313
2025 Q4	$1.74K	Buy	+20	New	+$2.1K	﹤0.01%	1125
2024 Q3	–	Sell	-120	Closed	-$1.47K	–	959
2024 Q2	$1.47K	Hold	120	–	–	﹤0.01%	811
2024 Q1	$1.35K	Hold	120	–	–	﹤0.01%	817
2023 Q4	$1.78K	Hold	120	–	–	﹤0.01%	945
2023 Q3	$1.59K	Hold	120	–	–	﹤0.01%	807
2023 Q2	$1.96K	Hold	120	–	–	﹤0.01%	775
2023 Q1	$2.39K	Buy	+120	New	+$2.63K	﹤0.01%	793

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's BE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Bloom Energy (BE) in Q2 2026: 180 shares worth $54.5K. The stake represents 0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BE as recently as Q4 2025.

Cape Investment Advisory first reported a position in BE in Q1 2023 and has held it in 8 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Cape Investment Advisory held 180 shares of Bloom Energy worth $54.5K as of Q2 2026.
Bloom Energy was a new Cape Investment Advisory position in Q2 2026.
Bloom Energy made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #478 holding.
Cape Investment Advisory first reported a position in Bloom Energy in Q1 2023 and has held it in 8 quarters since.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.