CAIMH
BE icon

Central Asset Investments & Management Holdings’s Bloom Energy BE Stock Holding History

Central Asset Investments & Management Holdings’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 		– Sell
-2,000
Closed -$271K – 24
2026
Q1 		$271K Sell
2,000
-5,938
-75% -$871K 0.25% 17
2025
Q4 		$690K Sell
7,938
-40,190
-84% -$4.22M 0.45% 22
2025
Q3 		$4.07M Buy
48,128
+23,628
+96% +$1.1M 2.4% 10
2025
Q2 		$586K Sell
24,500
-14,000
-36% -$271K 0.41% 32
2025
Q1 		$757K Sell
38,500
-21,200
-36% -$506K 1.28% 18
2024
Q4 		$1.33M Buy
+59,700
New +$1.05M 0.81% 31
2024
Q3 		– Sell
-21,300
Closed -$261K – 41
2024
Q2 		$261K Buy
+21,300
New +$271K 0.1% 44

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

Central Asset Investments & Management Holdings's BE Position: Q2 2026 in Review

Central Asset Investments & Management Holdings sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 2,000 shares — an estimated $271K sold.

Central Asset Investments & Management Holdings first reported a position in BE in Q2 2024 and held it in 7 quarters. The position peaked at $4.07M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Central Asset Investments & Management Holdings reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Central Asset Investments & Management Holdings sold 2,000 Bloom Energy shares in Q2 2026, an estimated $271K.
  • Central Asset Investments & Management Holdings first reported a position in Bloom Energy in Q2 2024 and held it in 7 quarters.
  • Central Asset Investments & Management Holdings's Bloom Energy position peaked at $4.07M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Central Asset Investments & Management Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.