Capital Advantage’s Bloom Energy BE Stock Holding History

Capital Advantage’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	$258K	Sell	930 -4	-0.4%	-$945	0.03%	144
2026 Q2	$283K	Buy	+934	New	+$239K	0.03%	131

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Capital Advantage's BE Position: Q3 2026 in Review

Capital Advantage reduced its Bloom Energy (BE) stake by 0.43% in Q3 2026, selling an estimated $945 and leaving 930 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #144.

Capital Advantage first reported a position in BE in Q2 2026 and has held it in 2 quarters since. The position peaked at $283K in Q2 2026. 335 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Capital Advantage held 930 shares of Bloom Energy worth $258K as of Q3 2026.
Capital Advantage sold 4 Bloom Energy shares in Q3 2026, an estimated $945.
Bloom Energy made up 0.03% of Capital Advantage's portfolio in Q3 2026, its #144 holding.
Capital Advantage first reported a position in Bloom Energy in Q2 2026 and has held it in 2 quarters since.
Capital Advantage's Bloom Energy position peaked at $283K in Q2 2026.
335 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.