CX Institutional’s Bloom Energy BE Stock Holding History

CX Institutional’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	$2.05M	Sell	7,387 -2,240	-23%	-$529K	0.06%	254
2026 Q2	$2.91M	Sell	9,627 -5,373	-36%	-$1.38M	0.08%	209
2026 Q1	$2.03M	Hold	15,000	–	–	0.06%	250
2025 Q4	$1.3M	Hold	15,000	–	–	0.04%	252
2025 Q3	$1.27M	Hold	15,000	–	–	0.04%	266
2025 Q2	$359K	Buy	+15,000	New	+$290K	0.01%	454

Other funds holding BE

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's BE Position: Q3 2026 in Review

CX Institutional reduced its Bloom Energy (BE) stake by 23% in Q3 2026, selling an estimated $529K and leaving 7,387 shares worth $2.05M. The position accounts for 0.06% of the portfolio, ranked #254.

CX Institutional first reported a position in BE in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.91M in Q2 2026. 47 funds tracked by Wall St. Rank hold BE as of Q3 2026.

CX Institutional held 7,387 shares of Bloom Energy worth $2.05M as of Q3 2026.
CX Institutional sold 2,240 Bloom Energy shares in Q3 2026, an estimated $529K.
Bloom Energy made up 0.06% of CX Institutional's portfolio in Q3 2026, its #254 holding.
CX Institutional first reported a position in Bloom Energy in Q2 2025 and has held it in 6 quarters since.
CX Institutional's Bloom Energy position peaked at $2.91M in Q2 2026.
47 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.