CI Investments Inc
BE icon

CI Investments Inc’s Bloom Energy BE Stock Holding History

CI Investments Inc’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 		$394K Sell
1,300
-107,861
-99% -$27.6M ﹤0.01% 675
2026
Q1 		$14.8M Sell
109,161
-187,970
-63% -$27.6M 0.07% 190
2025
Q4 		$25.8M Buy
297,131
+2,493
+0.8% +$262K 0.11% 151
2025
Q3 		$24.9M Buy
+294,638
New +$13.7M 0.09% 159
2025
Q2 		– Sell
-271
Closed -$5K – 1296
2025
Q1 		$5K Buy
+271
New +$6.47K ﹤0.01% 1270

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

CI Investments Inc's BE Position: Q2 2026 in Review

CI Investments Inc reduced its Bloom Energy (BE) stake by 99% in Q2 2026, selling an estimated $27.6M and leaving 1,300 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

CI Investments Inc first reported a position in BE in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.8M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • CI Investments Inc held 1,300 shares of Bloom Energy worth $394K as of Q2 2026.
  • CI Investments Inc sold 107,861 Bloom Energy shares in Q2 2026, an estimated $27.6M.
  • Bloom Energy made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #675 holding.
  • CI Investments Inc first reported a position in Bloom Energy in Q1 2025 and has held it in 5 quarters since.
  • CI Investments Inc's Bloom Energy position peaked at $25.8M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.