Capstone Wealth Management Group, Inc.’s Bloom Energy BE Stock Holding History

Capstone Wealth Management Group, Inc.’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	$257K	Buy	+848	New	+$217K	0.15%	106

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Capstone Wealth Management Group, Inc.'s BE Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Bloom Energy (BE) in Q2 2026: 848 shares worth $257K. The stake represents 0.15% of the portfolio and ranks #106 among its holdings.

390 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Capstone Wealth Management Group, Inc. held 848 shares of Bloom Energy worth $257K as of Q2 2026.
Bloom Energy was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Bloom Energy made up 0.15% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #106 holding.
390 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.