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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kadensa Capital's BE Position: Q1 2026 in Review

Kadensa Capital sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 123,513 shares — an estimated $10.7M sold.

Kadensa Capital first reported a position in BE in Q3 2025 and held it in 2 quarters. The position peaked at $10.7M in Q4 2025. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Kadensa Capital reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Kadensa Capital sold 123,513 Bloom Energy shares in Q1 2026, an estimated $10.7M.
Kadensa Capital first reported a position in Bloom Energy in Q3 2025 and held it in 2 quarters.
Kadensa Capital's Bloom Energy position peaked at $10.7M in Q4 2025.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Kadensa Capital's 13F filing for Q1 2026, filed 15 May 2026.