Bloom Energy Corp (Class A)
Held by 16 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 093712107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 16 of the investors we track own this stock. In the latest quarter, 8 of them bought more of it and 8 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
16
+1 vs last quarter (like-for-like)
Total value held
$5.09B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.7%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$2.56B
+167.2% vs last quarter
Net shares bought
+2.2M
Est. net flow +$693.05M
Quarter activity
8 bought · 8 sold
2 new · 1 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns BE?
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Who owns BE? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | David Shaw | D.E. Shaw & Co. | 4.16M | $1.26B | 0.8% | Reduced | -51.2K | -1.2% | -$15.49M |
| 2 | Norges Bank | Norges Bank Investment Management | 3.30M | $998.01M | 0.1% | — | — | — | — |
| 3 | Sands Capital | Sands Capital Management | 2.93M | $885.87M | 3.3% | Added | +1.1M | +64.5% | +$347.35M |
| 4 | Israel Englander | Millennium Management | 2.52M | $763.55M | 0.5% | Added | +2.1M | +551.5% | +$646.36M |
| 5 | Two Sigma | Two Sigma Investments | 2.02M | $610.40M | 0.5% | Reduced | -1.5M | -43.2% | -$463.53M |
| 6 | Jim Simons | Renaissance Technologies | 675.70K | $204.53M | 0.3% | Added | +139.8K | +26.1% | +$42.32M |
| 7 | Ken Griffin | Citadel Advisors | 650.35K | $196.86M | 0.1% | Added | +321.1K | +97.5% | +$97.20M |
| 8 | Steve Cohen | Point72 Asset Management | 308.86K | $93.49M | 0.1% | Added | +263.5K | +580.4% | +$79.75M |
| 9 | Light Street Capital | Light Street Capital Management | 84.17K | $25.48M | 3.0% | Added | +33.5K | +66.3% | +$10.15M |
| 10 | Torray | Torray Investment Partners | 52.56K | $15.91M | 2.1% | Reduced | -7.5K | -12.4% | -$2.26M |
| 11 | Fred Alger | Fred Alger Management | 52.25K | $15.81M | 0.1% | Reduced | -63.6K | -54.9% | -$19.24M |
| 12 | Polen Capital | Polen Capital Management | 40.84K | $12.36M | 0.1% | Reduced | -26.4K | -39.3% | -$7.99M |
| 13 | Ray Dalio | Bridgewater Associates | 28.15K | $8.52M | 0.0% | Reduced | -17.5K | -38.4% | -$5.31M |
| 14 | Ron Baron | Baron Capital (BAMCO) | 7.20K | $2.18M | 0.0% | New | +7.2K | — | +$2.18M |
| 15 | Baillie Gifford | Baillie Gifford & Co | 52 | $15.74K | 0.0% | New | +52 | — | +$15.74K |
| 16 | Select Equity Group | Select Equity Group | 10 | $3.03K | 0.0% | Reduced | -8 | -44.4% | -$2.42K |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Stanley Druckenmiller | Duquesne Family Office | -136.3K | $18.47M |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nancy Pelosi Politician | Jul 24, 2026 | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | Purchase | $1,000,001 - $5,000,000 | Est. $3,000,000 (midpoint of reported range $1,000,001–$5,000,000) | Spouse | — | Aug 21, 2026 | 28 days | PTR ↗ |
| Nancy Pelosi Politician | Jul 24, 2026 | BE | Bloom Energy Corporation Class A Common Stock (BE) [OP] | Purchase | $1,000,001 - $5,000,000 | Est. $3,000,000 (midpoint of reported range $1,000,001–$5,000,000) | Spouse | — | Aug 21, 2026 | 28 days | PTR ↗ |
| Nancy Pelosi Politician | Jul 28, 2026 | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | Purchase | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Spouse | — | Aug 21, 2026 | 24 days | PTR ↗ |
| Nancy Pelosi Politician | Jul 28, 2026 | BE | Bloom Energy Corporation Class A Common Stock (BE) [OP] | Purchase | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Spouse | — | Aug 21, 2026 | 24 days | PTR ↗ |
| Gil Cisneros Politician | Jan 30, 2026 | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Feb 13, 2026 | 14 days | PTR ↗ |
| Gil Cisneros Politician | Dec 24, 2025 | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jan 12, 2026 | 19 days | PTR ↗ |
| Gil Cisneros Politician | Nov 18, 2025 | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Dec 15, 2025 | 27 days | PTR ↗ |
| Gil Cisneros Politician | Oct 17, 2025 | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 18, 2025 | 32 days | PTR ↗ |
| Gil Cisneros Politician | Sep 26, 2025 | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Oct 10, 2025 | 14 days | PTR ↗ |
| Austin Scott Politician | Jul 15, 2024 | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Vivien G Scott IRA | Aug 13, 2025 | 394 days Late | PTR ↗ |