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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CoreCap Advisors's BE Position: Q2 2026 in Review

CoreCap Advisors increased its Bloom Energy (BE) stake by 151% in Q2 2026, buying an estimated $791K and bringing the position to 5,130 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #292.

CoreCap Advisors first reported a position in BE in Q4 2021 and has held it in 9 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

CoreCap Advisors held 5,130 shares of Bloom Energy worth $1.55M as of Q2 2026.
CoreCap Advisors bought 3,089 Bloom Energy shares in Q2 2026, an estimated $791K.
Bloom Energy made up 0.05% of CoreCap Advisors's portfolio in Q2 2026, its #292 holding.
CoreCap Advisors first reported a position in Bloom Energy in Q4 2021 and has held it in 9 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.