Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Bloom Energy BE Stock Holding History

Capital Fund Management (CFM)’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 		$48.6M Sell
160,551
-329,885
-67% -$84.5M 0.21% 88
2026
Q1 		$66.4M Buy
490,436
+411,877
+524% +$60.4M 0.3% 41
2025
Q4 		$6.83M Buy
+78,559
New +$8.25M 0.02% 1019
2025
Q3 		– Sell
-352,673
Closed -$16.4M – 2437
2025
Q2 		$8.44M Buy
+352,673
New +$6.83M 0.02% 851
2024
Q4 		– Sell
-43,013
Closed -$754K – 2026
2024
Q3 		$454K Buy
+43,013
New +$510K ﹤0.01% 1864
2024
Q2 		– Sell
-129,491
Closed -$1.65M – 1879
2024
Q1 		$1.46M Buy
129,491
+109,264
+540% +$1.2M ﹤0.01% 1582
2023
Q4 		$299K Sell
20,227
-64,495
-76% -$807K ﹤0.01% 2050
2023
Q3 		$1.12M Buy
84,722
+56,168
+197% +$880K ﹤0.01% 1608
2023
Q2 		$467K Buy
28,554
+13,638
+91% +$220K ﹤0.01% 1576
2023
Q1 		$297K Sell
14,916
-163,660
-92% -$3.58M ﹤0.01% 1505
2022
Q4 		$3.41M Buy
+178,576
New +$3.51M 0.02% 763
2022
Q2 		– Sell
-107,103
Closed -$2.59M – 1422
2022
Q1 		$2.59M Buy
+107,103
New +$2.09M 0.02% 849
2021
Q2 		– Sell
-53,916
Closed -$1.31M – 1428
2021
Q1 		$1.46M Sell
53,916
-105,169
-66% -$3.43M 0.02% 858
2020
Q4 		$4.56M Buy
+159,085
New +$3.4M 0.04% 494

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

Capital Fund Management (CFM)'s BE Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Bloom Energy (BE) stake by 67% in Q2 2026, selling an estimated $84.5M and leaving 160,551 shares worth $48.6M. The position accounts for 0.21% of the portfolio, ranked #88.

Capital Fund Management (CFM) first reported a position in BE in Q4 2020 and has held it in 14 quarters since. The position peaked at $66.4M in Q1 2026. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Capital Fund Management (CFM) held 160,551 shares of Bloom Energy worth $48.6M as of Q2 2026.
  • Capital Fund Management (CFM) sold 329,885 Bloom Energy shares in Q2 2026, an estimated $84.5M.
  • Bloom Energy made up 0.21% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #88 holding.
  • Capital Fund Management (CFM) first reported a position in Bloom Energy in Q4 2020 and has held it in 14 quarters since.
  • Capital Fund Management (CFM)'s Bloom Energy position peaked at $66.4M in Q1 2026.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.