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
2023
Q4 		– Sell
-500
Closed -$7 – 2674
2023
Q3 		$7 Buy
+500
New +$7.84K ﹤0.01% 2624

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

CAPTRUST Financial Advisors's BE Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Bloom Energy (BE) stake by 0.27% in Q1 2026, buying an estimated $34.6K and bringing the position to 88,376 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #493.

CAPTRUST Financial Advisors first reported a position in BE in Q2 2020 and has held it in 24 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • CAPTRUST Financial Advisors held 88,376 shares of Bloom Energy worth $12M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 236 Bloom Energy shares in Q1 2026, an estimated $34.6K.
  • Bloom Energy made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #493 holding.
  • CAPTRUST Financial Advisors first reported a position in Bloom Energy in Q2 2020 and has held it in 24 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.