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 Q1	$27.4M	Sell	202,200 -199,400	-50%	-$29.3M	0.12%	211
2025 Q4	$34.9M	Buy	401,600 +365,700	+1,019%	+$38.4M	0.1%	291
2025 Q3	$3.04M	Sell	35,900 -23,400	-39%	-$1.09M	0.01%	1558
2025 Q2	$1.42M	Buy	59,300 +200	+0.3%	+$3.87K	﹤0.01%	1854
2025 Q1	$1.16M	Sell	59,100 -118,200	-67%	-$2.82M	﹤0.01%	1617
2024 Q4	$3.94M	Sell	177,300 -23,900	-12%	-$419K	0.01%	1192
2024 Q3	$2.12M	Buy	201,200 +74,000	+58%	+$878K	0.01%	1406
2024 Q2	$1.56M	Sell	127,200 -64,900	-34%	-$827K	﹤0.01%	1474
2024 Q1	$2.16M	Buy	192,100 +49,500	+35%	+$544K	0.01%	1401
2023 Q4	$2.11M	Buy	142,600 +700	+0.5%	+$8.76K	0.01%	1505
2023 Q3	$1.88M	Buy	141,900 +20,500	+17%	+$321K	0.01%	1388
2023 Q2	$1.98M	Buy	+121,400	New	+$1.96M	0.01%	1190
2022 Q1	–	Sell	-14,600	Closed	-$320K	–	1451
2021 Q4	$320K	Buy	+14,600	New	+$369K	﹤0.01%	1519
2021 Q3	–	Sell	-74,500	Closed	-$2M	–	1515
2021 Q2	$2M	Buy	+74,500	New	+$1.81M	0.02%	933

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Fund Management (CFM)'s BE Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Bloom Energy (BE) stake by 524% in Q1 2026, buying an estimated $60.4M and bringing the position to 490,436 shares worth $66.4M. The position accounts for 0.3% of the portfolio, ranked #41.

Capital Fund Management (CFM) first reported a position in BE in Q4 2020 and has held it in 13 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Capital Fund Management (CFM) held 490,436 shares of Bloom Energy worth $66.4M as of Q1 2026.
Capital Fund Management (CFM) bought 411,877 Bloom Energy shares in Q1 2026, an estimated $60.4M.
Bloom Energy made up 0.3% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #41 holding.
Capital Fund Management (CFM) first reported a position in Bloom Energy in Q4 2020 and has held it in 13 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.