CFM
BE icon

Catalyst Funds Management’s Bloom Energy BE Stock Holding History

Catalyst Funds 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
2025
Q3 		– Sell
-9,100
Closed -$218K – 506
2025
Q2 		$218K Buy
+9,100
New +$176K 0.06% 310
2024
Q2 		– Sell
-3,600
Closed -$40.5K – 1198
2024
Q1 		$40.5K Buy
+3,600
New +$39.6K 0.01% 614

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Catalyst Funds Management's BE Position: Q3 2025 in Review

Catalyst Funds Management sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 9,100 shares — an estimated $218K sold.

Catalyst Funds Management first reported a position in BE in Q1 2024 and held it in 2 quarters. The position peaked at $218K in Q2 2025. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

  • Catalyst Funds Management reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 9,100 Bloom Energy shares in Q3 2025, an estimated $218K.
  • Catalyst Funds Management first reported a position in Bloom Energy in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Bloom Energy position peaked at $218K in Q2 2025.
  • 600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Catalyst Funds Management's 13F filing for Q3 2025, filed 12 Nov 2025.