Capula Management’s Bloom Energy BE Stock Holding History

Capula 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
2024 Q1	–	Sell	-144,568	Closed	-$2.14M	–	482
2023 Q4	$2.14M	Buy	+144,568	New	+$1.81M	0.09%	49
2021 Q4	–	Sell	-18,471	Closed	-$346K	–	248
2021 Q3	$346K	Buy	+18,471	New	+$391K	﹤0.01%	681

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Capula Management's BE Position: Q1 2024 in Review

Capula Management sold out of Bloom Energy (BE) in Q1 2024, closing a stake of 144,568 shares — an estimated $2.14M sold.

Capula Management first reported a position in BE in Q3 2021 and held it in 2 quarters. The position peaked at $2.14M in Q4 2023. 292 funds tracked by Wall St. Rank hold BE as of Q1 2024.

Capula Management reported no remaining Bloom Energy position as of Q1 2024 after selling out during the quarter.
Capula Management sold 144,568 Bloom Energy shares in Q1 2024, an estimated $2.14M.
Capula Management first reported a position in Bloom Energy in Q3 2021 and held it in 2 quarters.
Capula Management's Bloom Energy position peaked at $2.14M in Q4 2023.
292 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2024.

Based on Capula Management's 13F filing for Q1 2024, filed 9 May 2024.