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 $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.