Orion Capital Management’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$757K Hold
2,500
0.23% 74
2026
Q1
$339K Buy
+2,500
New +$367K 0.12% 106
2023
Q1
Sell
-1,000
Closed -$19.1K 457
2022
Q4
$19.1K Buy
+1,000
New +$19.6K 0.01% 272

Other funds holding BE

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. 1,280 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.
  • 1,280 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.