Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
BEIndustrialsCommon Stock

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

Download report
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).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns BE?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns BE? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
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
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

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Stanley Druckenmiller Duquesne Family Office -136.3K $18.47M

Politician trades

Politician trades in BE

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

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 ↗