SCM
BE icon

SIR Capital Management’s Bloom Energy BE Stock Holding History

SIR 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 		– Sell
-11,500
Closed -$999K – 91
2025
Q4 		$999K Sell
11,500
-2,500
-18% -$263K 0.11% 77
2025
Q3 		$1.18M Buy
+14,000
New +$650K 0.11% 71
2025
Q1 		– Sell
-572,798
Closed -$12.7M – 78
2024
Q4 		$12.7M Buy
572,798
+348,279
+155% +$6.1M 1.31% 29
2024
Q3 		$2.37M Buy
224,519
+68,019
+43% +$807K 0.23% 57
2024
Q2 		$1.92M Buy
156,500
+108,100
+223% +$1.38M 0.19% 70
2024
Q1 		$544K Sell
48,400
-320,900
-87% -$3.53M 0.05% 68
2023
Q4 		$5.47M Buy
369,300
+62,539
+20% +$782K 0.56% 46
2023
Q3 		$4.07M Buy
306,761
+33,900
+12% +$531K 0.48% 50
2023
Q2 		$4.46M Buy
272,861
+151,200
+124% +$2.44M 0.49% 46
2023
Q1 		$2.42M Buy
121,661
+18,226
+18% +$399K 0.26% 54
2022
Q4 		$1.98M Buy
103,435
+55,635
+116% +$1.09M 0.21% 57
2022
Q3 		$956K Buy
47,800
+13,800
+41% +$311K 0.16% 64
2022
Q2 		$561K Buy
+34,000
New +$623K 0.08% 73

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

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

SIR Capital Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 11,500 shares — an estimated $999K sold.

SIR Capital Management first reported a position in BE in Q2 2022 and held it in 13 quarters. The position peaked at $12.7M in Q4 2024. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • SIR Capital Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
  • SIR Capital Management sold 11,500 Bloom Energy shares in Q1 2026, an estimated $999K.
  • SIR Capital Management first reported a position in Bloom Energy in Q2 2022 and held it in 13 quarters.
  • SIR Capital Management's Bloom Energy position peaked at $12.7M in Q4 2024.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

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