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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 		$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 $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

Caption Management's BE Position: Q1 2026 in Review

Caption Management opened a new position in Bloom Energy (BE) in Q1 2026: 19,877 shares worth $2.69M. The stake represents 0.02% of the portfolio and ranks #736 among its holdings. This is a return to the name: Caption Management previously reported a position in BE as recently as Q3 2025.

Caption Management first reported a position in BE in Q3 2023 and has held it in 5 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Caption Management held 19,877 shares of Bloom Energy worth $2.69M as of Q1 2026.
  • Bloom Energy was a new Caption Management position in Q1 2026.
  • Bloom Energy made up 0.02% of Caption Management's portfolio in Q1 2026, its #736 holding.
  • Caption Management first reported a position in Bloom Energy in Q3 2023 and has held it in 5 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.