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Catalyst Capital Advisors’s Bloom Energy BE Stock Holding History

Catalyst Capital 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
2025
Q1 		– Sell
-884
Closed -$19.6K – 438
2024
Q4 		$19.6K Sell
884
-1,455
-62% -$25.5K ﹤0.01% 435
2024
Q3 		$24.7K Buy
2,339
+528
+29% +$6.26K ﹤0.01% 417
2024
Q2 		$22.2K Sell
1,811
-1,485
-45% -$18.9K ﹤0.01% 314
2024
Q1 		$37K Buy
+3,296
New +$36.2K ﹤0.01% 268
2023
Q4 		– Sell
-2,471
Closed -$32.8K – 381
2023
Q3 		$32.8K Buy
2,471
+540
+28% +$8.46K ﹤0.01% 272
2023
Q2 		$31.6K Buy
1,931
+222
+13% +$3.59K ﹤0.01% 285
2023
Q1 		$34.1K Sell
1,709
-151
-8% -$3.31K ﹤0.01% 264
2022
Q4 		$35.6K Buy
1,860
+69
+4% +$1.35K ﹤0.01% 267
2022
Q3 		$36K Sell
1,791
-1,374
-43% -$31K ﹤0.01% 277
2022
Q2 		$52K Buy
3,165
+1,133
+56% +$20.7K ﹤0.01% 276
2022
Q1 		$49K Buy
2,032
+1,375
+209% +$26.9K ﹤0.01% 310
2021
Q4 		$14K Sell
657
-162
-20% -$4.1K ﹤0.01% 377
2021
Q3 		$15K Sell
819
-13
-2% -$275 ﹤0.01% 363
2021
Q2 		$22K Buy
+832
New +$20.2K ﹤0.01% 359
2018
Q4 		– Sell
-120
Closed -$4K – 423
2018
Q3 		$4K Buy
+120
New +$3.35K ﹤0.01% 420

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Catalyst Capital Advisors's BE Position: Q1 2025 in Review

Catalyst Capital Advisors sold out of Bloom Energy (BE) in Q1 2025, closing a stake of 884 shares — an estimated $19.6K sold.

Catalyst Capital Advisors first reported a position in BE in Q3 2018 and held it in 15 quarters. The position peaked at $52K in Q2 2022. 369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

  • Catalyst Capital Advisors reported no remaining Bloom Energy position as of Q1 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 884 Bloom Energy shares in Q1 2025, an estimated $19.6K.
  • Catalyst Capital Advisors first reported a position in Bloom Energy in Q3 2018 and held it in 15 quarters.
  • Catalyst Capital Advisors's Bloom Energy position peaked at $52K in Q2 2022.
  • 369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on Catalyst Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.