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Kadensa Capital’s Bloom Energy BE Stock Holding History

Kadensa Capital’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 		$2.67M Buy
+8,808
New +$2.26M 0.57% 25
2026
Q1 		– Sell
-123,513
Closed -$10.7M – 43
2025
Q4 		$10.7M Buy
123,513
+48,378
+64% +$5.08M 1.11% 34
2025
Q3 		$6.35M Buy
+75,135
New +$3.49M 0.65% 44

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

Kadensa Capital's BE Position: Q2 2026 in Review

Kadensa Capital opened a new position in Bloom Energy (BE) in Q2 2026: 8,808 shares worth $2.67M. The stake represents 0.57% of the portfolio and ranks #25 among its holdings. This is a return to the name: Kadensa Capital previously reported a position in BE as recently as Q4 2025.

Kadensa Capital first reported a position in BE in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Kadensa Capital held 8,808 shares of Bloom Energy worth $2.67M as of Q2 2026.
  • Bloom Energy was a new Kadensa Capital position in Q2 2026.
  • Bloom Energy made up 0.57% of Kadensa Capital's portfolio in Q2 2026, its #25 holding.
  • Kadensa Capital first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • Kadensa Capital's Bloom Energy position peaked at $10.7M in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Kadensa Capital's 13F filing for Q2 2026, filed 14 Aug 2026.