CM
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Caption Management’s Bloom Energy BE Stock Holding History

Caption Management’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 		$2.69M Buy
+19,877
New +$2.92M 0.13% 736
2025
Q4 		– Sell
-16,675
Closed -$1.75M – 1625
2025
Q3 		$1.41M Buy
+16,675
New +$774K 0.08% 983
2025
Q2 		– Hold
0
– – – 1476
2025
Q1 		– Hold
0
– – – 1556
2024
Q4 		– Hold
0
– – – 1496
2024
Q3 		– Hold
0
– – – 1314
2024
Q2 		– Sell
-8,800
Closed -$112K – 1198
2024
Q1 		$98.9K Sell
8,800
-17,200
-66% -$189K 0.01% 1057
2023
Q4 		$385K Buy
26,000
+14,600
+128% +$183K 0.04% 1020
2023
Q3 		$151K Buy
+11,400
New +$179K 0.02% 1118
2023
Q2 		– Hold
0
– – – 1149
2022
Q3 		– Hold
0
– – – 1523
2022
Q2 		– Hold
0
– – – 1493
2022
Q1 		– Hold
0
– – – 1502
2021
Q4 		– Hold
0
– – – 1625
2021
Q1 		– Hold
0
– – – 1093
2020
Q4 		– Hold
0
– – – 998
2020
Q3 		– Hold
0
– – – 1056
2020
Q2 		– Hold
0
– – – 963

Other funds holding BE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $761B 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 $3.86B 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 $93.1B AUM 61.18% 1-Year Est. Return