Cedar Mountain Advisors’s Bloom Energy BE Stock Holding History

Cedar Mountain 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 Q3	$77.3K	Sell	279 -55	-16%	-$13K	0.01%	120
2026 Q2	$101K	Hold	334	–	–	0.02%	109
2026 Q1	$45.3K	Buy	334 +75	+29%	+$11K	0.01%	166
2025 Q4	$22.5K	Hold	259	–	–	﹤0.01%	173
2025 Q3	$21.9K	Hold	259	–	–	﹤0.01%	179
2025 Q2	$6.2K	Hold	259	–	–	﹤0.01%	250
2025 Q1	$5.09K	Hold	259	–	–	﹤0.01%	250
2024 Q4	$5.75K	Hold	259	–	–	﹤0.01%	248
2024 Q3	$2.74K	Hold	259	–	–	﹤0.01%	275
2024 Q2	$3.17K	Hold	259	–	–	﹤0.01%	254
2024 Q1	$2.91K	Hold	259	–	–	﹤0.01%	258
2023 Q4	$3.83K	Hold	259	–	–	﹤0.01%	232
2023 Q3	$3.43K	Hold	259	–	–	﹤0.01%	235
2023 Q2	$4.24K	Hold	259	–	–	﹤0.01%	215
2023 Q1	$5.16K	Hold	259	–	–	﹤0.01%	201
2022 Q4	$4.95K	Hold	259	–	–	﹤0.01%	207
2022 Q3	$5K	Sell	259 -1	-0.4%	-$23	﹤0.01%	206
2022 Q2	$4K	Sell	260 -1	-0.4%	-$18	﹤0.01%	224
2022 Q1	$6K	Hold	261	–	–	﹤0.01%	218
2021 Q4	$6K	Hold	261	–	–	﹤0.01%	223
2021 Q3	$5K	Buy	261 +2	+0.8%	+$42	﹤0.01%	225
2021 Q2	$7K	Hold	259	–	–	﹤0.01%	189
2021 Q1	$7K	Buy	+259	New	+$8.45K	﹤0.01%	194

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Cedar Mountain Advisors's BE Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Bloom Energy (BE) stake by 16% in Q3 2026, selling an estimated $13K and leaving 279 shares worth $77.3K. The position accounts for 0.01% of the portfolio, ranked #120.

Cedar Mountain Advisors first reported a position in BE in Q1 2021 and has held it in 23 quarters since. The position peaked at $101K in Q2 2026. 335 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Cedar Mountain Advisors held 279 shares of Bloom Energy worth $77.3K as of Q3 2026.
Cedar Mountain Advisors sold 55 Bloom Energy shares in Q3 2026, an estimated $13K.
Bloom Energy made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #120 holding.
Cedar Mountain Advisors first reported a position in Bloom Energy in Q1 2021 and has held it in 23 quarters since.
Cedar Mountain Advisors's Bloom Energy position peaked at $101K in Q2 2026.
335 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.