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John Overdeck’s FuelCell Energy FCEL Stock Holding History

John Overdeck’s Portfolio FCEL Stock Details FCEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.2M Buy
2,061,353
+780,137
+61% +$12.7M 0.05% 414
2026
Q1 		$8.37M Buy
1,281,216
+276,272
+27% +$2.13M 0.01% 1539
2025
Q4 		$7.35M Buy
1,004,944
+319,245
+47% +$2.61M 0.01% 1368
2025
Q3 		$5.35M Buy
+685,699
New +$3.73M 0.01% 1403
2025
Q1 		– Sell
-46,115
Closed -$417K – 3287
2024
Q4 		$417K Sell
46,115
-179,062
-80% -$1.77M ﹤0.01% 2612
2024
Q3 		$2.57M Buy
225,177
+27,066
+14% +$401K 0.01% 1515
2024
Q2 		$3.8M Buy
198,111
+154,224
+351% +$4.14M 0.01% 1144
2024
Q1 		$1.57M Sell
43,887
-31,264
-42% -$1.15M ﹤0.01% 1665
2023
Q4 		$3.61M Sell
75,151
-80,068
-52% -$3.06M 0.01% 1166
2023
Q3 		$5.96M Buy
155,219
+71,913
+86% +$3.75M 0.02% 811
2023
Q2 		$5.4M Buy
83,306
+8,147
+11% +$553K 0.01% 891
2023
Q1 		$6.43M Buy
+75,159
New +$7.4M 0.02% 790
2022
Q4 		– Sell
-37,097
Closed -$3.79M – 2887
2022
Q3 		$3.79M Sell
37,097
-90,453
-71% -$10.8M 0.01% 854
2022
Q2 		$14.3M Buy
127,550
+83,932
+192% +$10.6M 0.05% 406
2022
Q1 		$7.54M Buy
+43,618
New +$6.91M 0.02% 719
2021
Q4 		– Sell
-16,743
Closed -$3.95M – 4451
2021
Q3 		$3.36M Buy
+16,743
New +$3.33M 0.01% 1520
2021
Q2 		– Sell
-75,497
Closed -$22.1M – 4197
2021
Q1 		$32.6M Buy
75,497
+74,256
+5,984% +$39.8M 0.08% 269
2020
Q4 		$416K Buy
+1,241
New +$203K ﹤0.01% 2639
2020
Q3 		– Sell
-7,592
Closed -$515K – 3230
2020
Q2 		$515K Buy
+7,592
New +$468K ﹤0.01% 1981
2019
Q3 		– Sell
-11,648
Closed -$62K – 3563
2019
Q2 		$62K Buy
+11,648
New +$626K ﹤0.01% 3235

Other funds holding FCEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

John Overdeck's FCEL Position: Q2 2026 in Review

John Overdeck increased its FuelCell Energy (FCEL) stake by 61% in Q2 2026, buying an estimated $12.7M and bringing the position to 2,061,353 shares worth $74.2M. The position accounts for 0.05% of the portfolio, ranked #414.

John Overdeck first reported a position in FCEL in Q2 2019 and has held it in 20 quarters since. 220 funds tracked by Wall St. Rank hold FCEL as of Q2 2026.

  • John Overdeck held 2,061,353 shares of FuelCell Energy worth $74.2M as of Q2 2026.
  • John Overdeck bought 780,137 FuelCell Energy shares in Q2 2026, an estimated $12.7M.
  • FuelCell Energy made up 0.05% of John Overdeck's portfolio in Q2 2026, its #414 holding.
  • John Overdeck first reported a position in FuelCell Energy in Q2 2019 and has held it in 20 quarters since.
  • 220 funds tracked by Wall St. Rank held FuelCell Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.