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
Q1 		$29M Sell
213,900
-102,500
-32% -$15M 0.13% 195
2025
Q4 		$27.5M Buy
316,400
+225,300
+247% +$23.7M 0.08% 354
2025
Q3 		$7.7M Buy
91,100
+45,300
+99% +$2.1M 0.02% 989
2025
Q2 		$1.1M Buy
45,800
+8,000
+21% +$155K ﹤0.01% 1970
2025
Q1 		$743K Sell
37,800
-100
-0.3% -$2.39K ﹤0.01% 1752
2024
Q4 		$842K Sell
37,900
-4,000
-10% -$70.1K ﹤0.01% 1810
2024
Q3 		$442K Buy
41,900
+19,800
+90% +$235K ﹤0.01% 1868
2024
Q2 		$271K Sell
22,100
-27,000
-55% -$344K ﹤0.01% 1825
2024
Q1 		$552K Sell
49,100
-28,500
-37% -$313K ﹤0.01% 1845
2023
Q4 		$1.15M Buy
77,600
+1,400
+2% +$17.5K ﹤0.01% 1795
2023
Q3 		$1.01M Sell
76,200
-18,000
-19% -$282K ﹤0.01% 1642
2023
Q2 		$1.54M Buy
+94,200
New +$1.52M 0.01% 1279
2023
Q1 		– Sell
-12,200
Closed -$233K – 1553
2022
Q4 		$233K Buy
+12,200
New +$240K ﹤0.01% 1349
2022
Q1 		– Sell
-19,900
Closed -$436K – 1452
2021
Q4 		$436K Buy
19,900
+3,600
+22% +$91.1K ﹤0.01% 1461
2021
Q3 		$305K Sell
16,300
-4,200
-20% -$88.9K ﹤0.01% 1441
2021
Q2 		$551K Buy
+20,500
New +$497K ﹤0.01% 1286

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
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.