Orion Capital Management’s Bloom Energy BE Stock Holding History

Orion Capital Management’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	$2.91M	Sell	9,606 -1,079	-10%	-$276K	0.9%	24
2026 Q1	$1.45M	Sell	10,685 -1,398	-12%	-$205K	0.5%	32
2025 Q4	$1.05M	Buy	12,083 +83	+0.7%	+$8.72K	0.35%	50
2025 Q3	$1.01M	Hold	12,000	–	–	0.35%	50
2025 Q2	$287K	Hold	12,000	–	–	0.11%	105
2025 Q1	$236K	Hold	12,000	–	–	0.1%	115
2024 Q4	$267K	Hold	12,000	–	–	0.12%	102
2024 Q3	$127K	Hold	12,000	–	–	0.06%	124
2024 Q2	$147K	Sell	12,000 -2,700	-18%	-$34.4K	0.08%	130
2024 Q1	$165K	Sell	14,700 -4,500	-23%	-$49.5K	0.09%	134
2023 Q4	$284K	Sell	19,200 -1,500	-7%	-$18.8K	0.17%	93
2023 Q3	$274K	Sell	20,700 -500	-2%	-$7.84K	0.18%	93
2023 Q2	$347K	Hold	21,200	–	–	0.23%	89
2023 Q1	$423K	Hold	21,200	–	–	0.28%	72
2022 Q4	$405K	Hold	21,200	–	–	0.3%	68
2022 Q3	$424K	Sell	21,200 -300	-1%	-$6.76K	0.34%	59
2022 Q2	$355K	Hold	21,500	–	–	0.28%	68
2022 Q1	$519K	Hold	21,500	–	–	0.31%	61
2021 Q4	$471K	Hold	21,500	–	–	0.27%	69
2021 Q3	$402K	Hold	21,500	–	–	0.24%	78
2021 Q2	$578K	Buy	21,500 +500	+2%	+$12.1K	0.36%	60
2021 Q1	$568K	Sell	21,000 -2,100	-9%	-$68.5K	0.4%	57
2020 Q4	$662K	Buy	+23,100	New	+$493K	0.49%	51

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Orion Capital Management's BE Position: Q2 2026 in Review

Orion Capital Management reduced its Bloom Energy (BE) stake by 10% in Q2 2026, selling an estimated $276K and leaving 9,606 shares worth $2.91M. The position accounts for 0.9% of the portfolio, ranked #24.

Orion Capital Management first reported a position in BE in Q4 2020 and has held it in 23 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Orion Capital Management held 9,606 shares of Bloom Energy worth $2.91M as of Q2 2026.
Orion Capital Management sold 1,079 Bloom Energy shares in Q2 2026, an estimated $276K.
Bloom Energy made up 0.9% of Orion Capital Management's portfolio in Q2 2026, its #24 holding.
Orion Capital Management first reported a position in Bloom Energy in Q4 2020 and has held it in 23 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.