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Castleark Management’s Bloom Energy BE Stock Holding History

Castleark 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
Q2 		$442K Sell
1,460
-53,585
-97% -$13.7M 0.01% 275
2026
Q1 		$7.46M Sell
55,045
-14,570
-21% -$2.14M 0.25% 99
2025
Q4 		$6.05M Sell
69,615
-99,510
-59% -$10.5M 0.18% 138
2025
Q3 		$14.3M Buy
169,125
+161,705
+2,179% +$7.51M 0.4% 49
2025
Q2 		$177K Buy
+7,420
New +$144K 0.01% 254
2025
Q1 		– Sell
-128,750
Closed -$2.86M – 289
2024
Q4 		$2.86M Buy
+128,750
New +$2.26M 0.1% 175

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

Castleark Management's BE Position: Q2 2026 in Review

Castleark Management reduced its Bloom Energy (BE) stake by 97% in Q2 2026, selling an estimated $13.7M and leaving 1,460 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #275.

Castleark Management first reported a position in BE in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.3M in Q3 2025. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Castleark Management held 1,460 shares of Bloom Energy worth $442K as of Q2 2026.
  • Castleark Management sold 53,585 Bloom Energy shares in Q2 2026, an estimated $13.7M.
  • Bloom Energy made up 0.01% of Castleark Management's portfolio in Q2 2026, its #275 holding.
  • Castleark Management first reported a position in Bloom Energy in Q4 2024 and has held it in 6 quarters since.
  • Castleark Management's Bloom Energy position peaked at $14.3M in Q3 2025.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Castleark Management's 13F filing for Q2 2026, filed 14 Aug 2026.