Capstone Investment Advisors
BE icon

Capstone Investment Advisors’s Bloom Energy BE Stock Holding History

Capstone Investment Advisors’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 		$304K Sell
1,003
-2,389
-70% -$612K ﹤0.01% 1451
2026
Q1 		$460K Sell
3,392
-10,022
-75% -$1.47M ﹤0.01% 1181
2025
Q4 		$1.17M Buy
13,414
+10,165
+313% +$1.07M ﹤0.01% 810
2025
Q3 		$275K Buy
+3,249
New +$151K ﹤0.01% 1687

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

Capstone Investment Advisors's BE Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Bloom Energy (BE) stake by 70% in Q2 2026, selling an estimated $612K and leaving 1,003 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Capstone Investment Advisors first reported a position in BE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Capstone Investment Advisors held 1,003 shares of Bloom Energy worth $304K as of Q2 2026.
  • Capstone Investment Advisors sold 2,389 Bloom Energy shares in Q2 2026, an estimated $612K.
  • Bloom Energy made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1451 holding.
  • Capstone Investment Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Bloom Energy position peaked at $1.17M in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.