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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

Situational Awareness San Francisco, California $13.7B AUM 334.5% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Castleark Management's BE Position: Q1 2026 in Review

Castleark Management reduced its Bloom Energy (BE) stake by 21% in Q1 2026, selling an estimated $2.14M and leaving 55,045 shares worth $7.46M. The position accounts for 0.25% of the portfolio, ranked #99.

Castleark Management first reported a position in BE in Q4 2024 and has held it in 5 quarters since. The position peaked at $14.3M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Castleark Management held 55,045 shares of Bloom Energy worth $7.46M as of Q1 2026.
Castleark Management sold 14,570 Bloom Energy shares in Q1 2026, an estimated $2.14M.
Bloom Energy made up 0.25% of Castleark Management's portfolio in Q1 2026, its #99 holding.
Castleark Management first reported a position in Bloom Energy in Q4 2024 and has held it in 5 quarters since.
Castleark Management's Bloom Energy position peaked at $14.3M in Q3 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Castleark Management's 13F filing for Q1 2026, filed 15 May 2026.