CA
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CoreCap Advisors’s Bloom Energy BE Stock Holding History

CoreCap 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
Q2 		$1.55M Buy
5,130
+3,089
+151% +$791K 0.05% 292
2026
Q1 		$277K Buy
2,041
+746
+58% +$109K 0.01% 688
2025
Q4 		$113K Buy
1,295
+88
+7% +$9.25K ﹤0.01% 982
2025
Q3 		$102K Buy
+1,207
New +$56.1K ﹤0.01% 1027
2025
Q2 		– Sell
-1,040
Closed -$20.4K – 2810
2025
Q1 		$20.4K Buy
1,040
+1,012
+3,614% +$24.2K ﹤0.01% 1519
2024
Q4 		$622 Buy
+28
New +$491 ﹤0.01% 2452
2022
Q4 		$707 Buy
+37
New +$727 ﹤0.01% 2113
2022
Q3 		– Sell
-37
Closed -$1K – 681
2022
Q2 		$1K Buy
+37
New +$677 ﹤0.01% 1953
2022
Q1 		– Sell
-37
Closed -$1K – 691
2021
Q4 		$1K Buy
+37
New +$936 ﹤0.01% 2054

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return