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 Q3	$1.54M	Buy	5,545 +415	+8%	+$98K	0.04%	294
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

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

CoreCap Advisors's BE Position: Q3 2026 in Review

CoreCap Advisors increased its Bloom Energy (BE) stake by 8.1% in Q3 2026, buying an estimated $98K and bringing the position to 5,545 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #294.

CoreCap Advisors first reported a position in BE in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.55M in Q2 2026. 261 funds tracked by Wall St. Rank hold BE as of Q3 2026.

CoreCap Advisors held 5,545 shares of Bloom Energy worth $1.54M as of Q3 2026.
CoreCap Advisors bought 415 Bloom Energy shares in Q3 2026, an estimated $98K.
Bloom Energy made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #294 holding.
CoreCap Advisors first reported a position in Bloom Energy in Q4 2021 and has held it in 10 quarters since.
CoreCap Advisors's Bloom Energy position peaked at $1.55M in Q2 2026.
261 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.