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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
2026
Q2 		$70.9M Buy
+234,250
New +$60M 3.97% 2
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

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 Funds Management's BE Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Bloom Energy (BE) in Q2 2026: 234,250 shares worth $70.9M. The stake represents 3.97% of the portfolio and ranks #2 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in BE as recently as Q2 2025.

Catalyst Funds Management first reported a position in BE in Q1 2024 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Catalyst Funds Management held 234,250 shares of Bloom Energy worth $70.9M as of Q2 2026.
  • Bloom Energy was a new Catalyst Funds Management position in Q2 2026.
  • Bloom Energy made up 3.97% of Catalyst Funds Management's portfolio in Q2 2026, its #2 holding.
  • Catalyst Funds Management first reported a position in Bloom Energy in Q1 2024 and has held it in 3 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.