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Optima Capital’s Bloom Energy BE Stock Holding History

Optima 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
-4
Closed -$348 – 271
2025
Q4 		$348 Buy
+4
New +$420 ﹤0.01% 1312

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Optima Capital's BE Position: Q1 2026 in Review

Optima Capital sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 4 shares — an estimated $348 sold.

Optima Capital first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $348 in Q4 2025. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Optima Capital reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 4 Bloom Energy shares in Q1 2026, an estimated $348.
  • Optima Capital first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Bloom Energy position peaked at $348 in Q4 2025.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.