CI
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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
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

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

CX Institutional's BE Position: Q2 2026 in Review

CX Institutional reduced its Bloom Energy (BE) stake by 36% in Q2 2026, selling an estimated $1.38M and leaving 9,627 shares worth $2.91M. The position accounts for 0.08% of the portfolio, ranked #209.

CX Institutional first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • CX Institutional held 9,627 shares of Bloom Energy worth $2.91M as of Q2 2026.
  • CX Institutional sold 5,373 Bloom Energy shares in Q2 2026, an estimated $1.38M.
  • Bloom Energy made up 0.08% of CX Institutional's portfolio in Q2 2026, its #209 holding.
  • CX Institutional first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.