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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
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

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

Orion Capital Management's BE Position: Q1 2026 in Review

Orion Capital Management reduced its Bloom Energy (BE) stake by 12% in Q1 2026, selling an estimated $205K and leaving 10,685 shares worth $1.45M. The position accounts for 0.5% of the portfolio, ranked #32.

Orion Capital Management first reported a position in BE in Q4 2020 and has held it in 22 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Orion Capital Management held 10,685 shares of Bloom Energy worth $1.45M as of Q1 2026.
  • Orion Capital Management sold 1,398 Bloom Energy shares in Q1 2026, an estimated $205K.
  • Bloom Energy made up 0.5% of Orion Capital Management's portfolio in Q1 2026, its #32 holding.
  • Orion Capital Management first reported a position in Bloom Energy in Q4 2020 and has held it in 22 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.