Capital Advisors Ltd’s Bloom Energy BE Stock Holding History

Capital Advisors Ltd’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	$1K	Hold	3	–	–	﹤0.01%	1177
2026 Q1	$0	Hold	3	–	–	﹤0.01%	1367
2025 Q4	$0	Buy	+3	New	+$315	﹤0.01%	1353
2022 Q2	–	Sell	-8	Closed	–	–	1006
2022 Q1	$0	Buy	+8	New	+$156	﹤0.01%	911

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

Capital Advisors Ltd's BE Position: Q2 2026 in Review

Capital Advisors Ltd held its Bloom Energy (BE) position steady in Q2 2026 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Capital Advisors Ltd first reported a position in BE in Q1 2022 and has held it in 4 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Capital Advisors Ltd held 3 shares of Bloom Energy worth $1K as of Q2 2026.
Capital Advisors Ltd left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1177 holding.
Capital Advisors Ltd first reported a position in Bloom Energy in Q1 2022 and has held it in 4 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.