CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Bloom Energy BE Stock Holding History

CAPTRUST Financial 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 		$23.4M Sell
77,358
-11,018
-12% -$2.82M 0.04% 346
2026
Q1 		$12M Buy
88,376
+236
+0.3% +$34.6K 0.02% 493
2025
Q4 		$7.66M Sell
88,140
-6,544
-7% -$688K 0.01% 550
2025
Q3 		$8.01M Sell
94,684
-18,702
-16% -$869K 0.02% 523
2025
Q2 		$2.71M Sell
113,386
-267
-0.2% -$5.17K 0.01% 848
2025
Q1 		$2.23M Sell
113,653
-12,553
-10% -$300K 0.01% 858
2024
Q4 		$2.8M Sell
126,206
-43,807
-26% -$768K 0.01% 745
2024
Q3 		$1.8M Buy
170,013
+14,130
+9% +$168K 0.01% 901
2024
Q2 		$1.91M Sell
155,883
-11,676
-7% -$149K 0.01% 845
2024
Q1 		$1.88M Buy
167,559
+4,451
+3% +$48.9K 0.01% 832
2023
Q4 		$2.41M Sell
163,108
-17,052
-9% -$213K 0.01% 831
2023
Q3 		$2.39M Sell
180,160
-3,063
-2% -$48K 0.01% 798
2023
Q2 		$3M Buy
183,223
+8,429
+5% +$136K 0.01% 687
2023
Q1 		$3.48M Buy
174,794
+398
+0.2% +$8.71K 0.02% 572
2022
Q4 		$3.33M Sell
174,396
-5,575
-3% -$109K 0.02% 561
2022
Q3 		$3.6M Buy
179,971
+104,807
+139% +$2.36M 0.02% 492
2022
Q2 		$1.24M Sell
75,164
-27
-0% -$494 0.01% 750
2022
Q1 		$1.82M Sell
75,191
-4,512
-6% -$88.1K 0.01% 624
2021
Q4 		$1.75M Sell
79,703
-42,548
-35% -$1.08M 0.01% 600
2021
Q3 		$2.29M Buy
122,251
+34,084
+39% +$721K 0.02% 494
2021
Q2 		$2.37M Sell
88,167
-11,006
-11% -$267K 0.02% 454
2021
Q1 		$2.68M Buy
99,173
+59,638
+151% +$1.94M 0.03% 399
2020
Q4 		$1.13M Sell
39,535
-3,635
-8% -$77.6K 0.02% 573
2020
Q3 		$746K Buy
43,170
+11,405
+36% +$170K 0.01% 596
2020
Q2 		$333K Buy
+31,765
New +$248K 0.01% 834

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

CAPTRUST Financial Advisors's BE Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Bloom Energy (BE) stake by 12% in Q2 2026, selling an estimated $2.82M and leaving 77,358 shares worth $23.4M. The position accounts for 0.04% of the portfolio, ranked #346.

CAPTRUST Financial Advisors first reported a position in BE in Q2 2020 and has held it in 25 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • CAPTRUST Financial Advisors held 77,358 shares of Bloom Energy worth $23.4M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 11,018 Bloom Energy shares in Q2 2026, an estimated $2.82M.
  • Bloom Energy made up 0.04% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #346 holding.
  • CAPTRUST Financial Advisors first reported a position in Bloom Energy in Q2 2020 and has held it in 25 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.