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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
Q2 		$55.8M Buy
184,500
+64,500
+54% +$16.5M 0.26% 76
2026
Q1 		$16.3M Buy
120,000
+31,200
+35% +$4.58M 0.1% 231
2025
Q4 		$7.72M Sell
88,800
-19,100
-18% -$2.01M 0.05% 396
2025
Q3 		$9.13M Sell
107,900
-686,800
-86% -$31.9M 0.07% 304
2025
Q2 		$19M Sell
794,700
-100
-0% -$1.94K 0.21% 95
2025
Q1 		$15.6M Buy
794,800
+98,800
+14% +$2.36M 0.15% 122
2024
Q4 		$15.5M Buy
696,000
+20,000
+3% +$351K 0.15% 112
2024
Q3 		$7.14M Buy
676,000
+150,000
+29% +$1.78M 0.11% 214
2024
Q2 		$6.44M Buy
526,000
+456,000
+651% +$5.81M 0.1% 217
2024
Q1 		$787K Buy
+70,000
New +$769K 0.01% 792
2023
Q3 		– Sell
-130,400
Closed -$2.13M – 1271
2023
Q2 		$2.13M Buy
+130,400
New +$2.11M 0.04% 481
2022
Q3 		– Sell
-40,000
Closed -$660K – 1494
2022
Q2 		$660K Buy
40,000
+26,100
+188% +$478K 0.01% 1009
2022
Q1 		$335K Buy
+13,900
New +$272K ﹤0.01% 1201
2021
Q1 		– Sell
-100,000
Closed -$2.87M – 1054
2020
Q4 		$2.87M Hold
100,000
– – 0.07% 355
2020
Q3 		$1.8M Buy
+100,000
New +$1.49M 0.04% 461

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

Caption Management's BE Position: Q2 2026 in Review

Caption Management sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 19,877 shares — an estimated $5.09M sold.

Caption Management first reported a position in BE in Q3 2023 and held it in 5 quarters. The position peaked at $2.69M in Q1 2026. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Caption Management reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 19,877 Bloom Energy shares in Q2 2026, an estimated $5.09M.
  • Caption Management first reported a position in Bloom Energy in Q3 2023 and held it in 5 quarters.
  • Caption Management's Bloom Energy position peaked at $2.69M in Q1 2026.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.