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Capital Management Associates (New York)’s Bloom Energy BE Stock Holding History

Capital Management Associates (New York)’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 		$2.97M Sell
21,900
-5,000
-19% -$734K 4.93% 4
2025
Q4 		$2.34M Hold
26,900
– – 3.43% 9
2025
Q3 		$2.27M Buy
+26,900
New +$1.25M 3.39% 10

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VPM
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VCM
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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 Management Associates (New York)'s BE Position: Q1 2026 in Review

Capital Management Associates (New York) reduced its Bloom Energy (BE) stake by 19% in Q1 2026, selling an estimated $734K and leaving 21,900 shares worth $2.97M. The position accounts for 4.93% of the portfolio, ranked #4.

Capital Management Associates (New York) first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Capital Management Associates (New York) held 21,900 shares of Bloom Energy worth $2.97M as of Q1 2026.
  • Capital Management Associates (New York) sold 5,000 Bloom Energy shares in Q1 2026, an estimated $734K.
  • Bloom Energy made up 4.93% of Capital Management Associates (New York)'s portfolio in Q1 2026, its #4 holding.
  • Capital Management Associates (New York) first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2026, filed 4 May 2026.