Davis Capital Management
BE icon

Davis Capital Management’s Bloom Energy BE Stock Holding History

Davis Capital Management’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 		$2.22K Buy
8
+1
+14% +$236 ﹤0.01% 382
2026
Q2 		$2.12K Buy
7
+5
+250% +$1.28K ﹤0.01% 382
2026
Q1 		$271 Hold
2
– – ﹤0.01% 509
2025
Q4 		$174 Buy
+2
New +$210 ﹤0.01% 573

Other funds holding BE

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Davis Capital Management's BE Position: Q3 2026 in Review

Davis Capital Management increased its Bloom Energy (BE) stake by 14% in Q3 2026, buying an estimated $236 and bringing the position to 8 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Davis Capital Management first reported a position in BE in Q4 2025 and has held it in 4 quarters since. 656 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Davis Capital Management held 8 shares of Bloom Energy worth $2.22K as of Q3 2026.
  • Davis Capital Management bought 1 Bloom Energy share in Q3 2026, an estimated $236.
  • Bloom Energy made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #382 holding.
  • Davis Capital Management first reported a position in Bloom Energy in Q4 2025 and has held it in 4 quarters since.
  • 656 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.