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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
2026
Q2 		$148K Buy
+490
New +$126K ﹤0.01% 221
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

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

Catalyst Capital Advisors's BE Position: Q2 2026 in Review

Catalyst Capital Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 490 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Catalyst Capital Advisors previously reported a position in BE as recently as Q4 2024.

Catalyst Capital Advisors first reported a position in BE in Q3 2018 and has held it in 16 quarters since. 1,279 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Catalyst Capital Advisors held 490 shares of Bloom Energy worth $148K as of Q2 2026.
  • Bloom Energy was a new Catalyst Capital Advisors position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #221 holding.
  • Catalyst Capital Advisors first reported a position in Bloom Energy in Q3 2018 and has held it in 16 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.