BLOOM ENERGY CORP BE
COM CL A · Common Stock · CUSIP 093712107 · ISIN US0937121079
Bloom Energy is the company that develops, builds, and installs Bloom Energy Servers.
- SectorIndustrials
- IndustryElectrical Industrial Apparatus
- HeadquartersSan Jose, CA
- Founded2002
- Websitebloomenergy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.5m this quarter). Holder counts are more reliable. Shares outstanding: 224.0m as of 2023-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $13.24. Options: 23 managers hold calls ($66.9m notional), 30 hold puts ($86.1m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 328 |
| Q1 2023 | 336 |
| Q2 2023 | 309 |
| Q3 2023 | 313 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 162 | 135 |
| Q1 2023 | 157 | 141 |
| Q2 2023 | 145 | 138 |
| Q3 2023 | 156 | 114 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $66.3m | $43.4m | 0.65 |
| Q1 2023 | $55.6m | $63.0m | 1.13 |
| Q2 2023 | $69.5m | $78.5m | 1.13 |
| Q3 2023 | $66.9m | $86.1m | 1.29 |
Biggest buyers
| FMR LLC | Added | +2.2m |
| Alyeska Investment Group, L.P. | Added | +1.7m |
| VANGUARD GROUP INC | Added | +1.6m |
| AMERIPRISE FINANCIAL INC | Added | +1.3m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +1.1m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.0m |
| Balyasny Asset Management L.P. | Added | +899.8k |
| MORGAN STANLEY | Added | +791.8k |
| BANK OF AMERICA CORP /DE/ | Added | +589.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +390.6k |
Biggest sellers
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -1.3m |
| JANE STREET GROUP, LLC | Reduced | -1.3m |
| CITADEL ADVISORS LLC | Reduced | -1.2m |
| Point72 Asset Management, L.P. | Sold out | -953.8k |
| DekaBank Deutsche Girozentrale | Reduced | -895.7k |
| Encompass Capital Advisors LLC | Reduced | -864.8k |
| COATUE MANAGEMENT LLC | Reduced | -638.4k |
| BlackRock Inc. | Reduced | -390.5k |
| Lombard Odier Asset Management (USA) Corp | Reduced | -300.0k |
| NORGES BANK | Reduced | -245.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $14.0m1.1m shares |
| CITADEL ADVISORS LLC | Added | $10.4m783.7k shares |
| Squarepoint Ops LLC | Added | $8.0m601.3k shares |
| PEAK6 Investments LLC | Added | $4.1m312.9k shares |
| GROUP ONE TRADING LLC | Added | $3.5m261.0k shares |
| SIMPLEX TRADING, LLC | Added | $3.1m233.5k shares |
| JANE STREET GROUP, LLC | Added | $3.0m228.8k shares |
| D. E. Shaw & Co., Inc. | New | $2.8m210.3k shares |
| Walleye Trading LLC | Added | $2.5m192.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.4m179.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.5m941.5k shares |
| CITADEL ADVISORS LLC | Added | $12.1m909.8k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $11.5m866.4k shares |
| Balyasny Asset Management L.P. | Added | $9.8m742.5k shares |
| GROUP ONE TRADING LLC | Added | $4.8m362.0k shares |
| Walleye Trading LLC | Added | $4.8m359.3k shares |
| PEAK6 Investments LLC | Added | $4.7m353.0k shares |
| GTS SECURITIES LLC | New | $3.9m291.5k shares |
| III Capital Management | Unchanged | $3.3m250.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.2m244.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.5 pts · filed 2026-10-27 | 7.5% |
| AMERIPRISE FINANCIAL INC 13G · institution -1.7 pts · filed 2026-08-14 | 6.4% |
| JANE STREET GROUP, LLC 13G · passive investor new · filed 2026-08-04 | 5.1% |
Fell to 5% or below in the last year: MORGAN STANLEY (3.4%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26), D. E. SHAW & CO, L.P. (3.4%, 2026-02-17), KUWAIT INVESTMENT AUTHORITY ON BEHALF OF THE GOVT OF KUWAIT (1.4%, 2026-01-21)
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2021 | 0 | — | 5 | $4.2m | — |
| Q1 2022 | 0 | — | 5 | $3.8m | — |
| Q2 2022 | 0 | — | 3 | $482.8k | — |
| Q3 2022 | 0 | — | 5 | $1.6m | — |
| Q4 2022 | 0 | — | 5 | $772.3k | — |
| Q1 2023 | 0 | — | 7 | $9.4m | — |
| Q2 2023 | 0 | — | 4 | $1.4m | — |
| Q3 2023 | 0 | — | 3 | $321.4k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-08-17 | Moore Sharelynn Faye Officer | Sold | $45.0k3.1k shares |
| 2023-08-16 | Moore Sharelynn Faye Officer | Sold | $89.4k6.0k shares |
| 2023-08-15 | SODERBERG SHAWN MARIE EVP, GC & Secretary | Sold | $22.3k1.5k shares |
| 2023-07-18 | Moore Sharelynn Faye Officer | Sold | $19.9k1.1k shares |
| 2023-07-17 | Brooks Guillermo EVP, Sales - Americas | Sold | $72.7k4.0k shares |
| 2023-07-17 | SODERBERG SHAWN MARIE EVP, GC & Secretary | Sold | $36.0k2.0k shares |
| 2023-07-17 | Moore Sharelynn Faye Officer | Sold | $36.0k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.11% of their portfolio | 25.0m $331.3m | Added +1.3m |
| VANGUARD GROUP INC 0.01% of their portfolio | 19.2m $254.9m | Added +1.6m |
| BlackRock Inc. 0.01% of their portfolio | 14.2m $188.3m | Reduced -390.5k |
| Clearbridge Investments, LLC 0.08% of their portfolio | 6.1m $81.1m | Reduced -22.7k |
| NORGES BANK 0.02% of their portfolio | 5.8m $76.4m | Reduced -245.4k |
| MORGAN STANLEY 0.01% of their portfolio | 5.0m $66.6m | Added +791.8k |
| STATE STREET CORP 0.00% of their portfolio | 4.7m $62.2m | Added +152.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.2m $55.5m | Added +302.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.1m $54.5m | Added +390.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% of their portfolio | 3.6m $48.1m | Added +1.1m |
| FMR LLC 0.00% of their portfolio | 3.5m $46.7m | Added +2.2m |
| COATUE MANAGEMENT LLC 0.23% of their portfolio | 3.5m $45.9m | Reduced -638.4k |
| TWO SIGMA INVESTMENTS, LP 0.10% of their portfolio | 2.8m $37.5m | Added +266.8k |
| Alyeska Investment Group, L.P. 0.24% of their portfolio | 2.6m $34.6m | Added +1.7m |
| TWO SIGMA ADVISERS, LP 0.08% of their portfolio | 2.4m $31.3m | Reduced -16.6k |
| Amundi 0.01% of their portfolio | 2.3m $26.8m | Reduced -174.3k |
| Handelsbanken Fonder AB 0.15% of their portfolio | 2.1m $27.4m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.0m $27.0m | Added +255.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $25.5m | Added +70.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.8m $24.0m | Added +589.9k |
| Legal & General Group Plc 0.01% of their portfolio | 1.7m $22.2m | Reduced -1.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.6m $21.5m | Reduced -1.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.6m $20.9m | Added +113.4k |
| Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio | 1.6m $20.7m | Added +283.3k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 1.4m $19.0m | Added +10.5k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.2m $15.4m | Added +1.0m |
| Encompass Capital Advisors LLC 0.94% of their portfolio | 1.1m $15.1m | Reduced -864.8k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 1.1m $14.8m | Added +30.7k |
| PUBLIC INVESTMENT FUND 0.04% of their portfolio | 1.1m $14.2m | Unchanged |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 971.2k $12.9m | Added +57.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.14% of their portfolio | 944.6k $12.5m | Reduced -1.3m |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 931.3k $12.3m | Added +899.8k |
| BARCLAYS PLC 0.01% of their portfolio | 925.5k $12.3m | Added +100.8k |
| NOMURA HOLDINGS INC 0.13% of their portfolio | 905.4k $12.0m | Added +118.6k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 873.2k $11.6m | Added +150.7k |
| Vontobel Holding Ltd. 0.10% of their portfolio | 829.4k $11.0m | Added +135.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 796.8k $10.6m | Reduced -164.7k |
| Invesco Ltd. 0.00% of their portfolio | 768.8k $10.2m | Reduced -117.0k |
| UBS Group AG 0.00% of their portfolio | 750.7k $10.0m | Added +193.5k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 730.0k $9.7m | Added +25.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 714.4k $9.5m | Added +27.1k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 640.3k $8.5m | Added +6.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 603.9k $8.0m | Added +146.0k |
| PINNACLE ASSOCIATES LTD 0.14% of their portfolio | 582.0k $7.7m | Added +229.6k |
| III Capital Management 0.45% of their portfolio | 570.0k $7.6m | Added +55.0k |
| Lombard Odier Asset Management (USA) Corp 1.29% of their portfolio | 566.0k $7.5m | Reduced -300.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 524.1k $7.0m | Reduced -2.8k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 521.2k $6.9m | Reduced -92.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 505.8k $6.7m | Added +31.8k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 499.8k $7.7m | Added +75.1k |
| KBC Group NV 0.03% of their portfolio | 487.0k $6.5m | Added +22.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 476.2k $6.3m | Unchanged |
| Avalon Trust Co 0.62% of their portfolio | 471.7k $6.3m | Added +10.6k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 450.5k $6.0m | Reduced -35.4k |
| Holocene Advisors, LP 0.03% of their portfolio | 426.8k $5.7m | Added +300.6k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 423.8k $5.6m | Reduced -115.4k |
| Swiss National Bank 0.00% of their portfolio | 402.8k $5.3m | Added +4.3k |
| MIZUHO MARKETS AMERICAS LLC 0.20% of their portfolio | 398.9k $5.3m | Added +42.9k |
| Skandinaviska Enskilda Banken AB (publ) 0.03% of their portfolio | 368.2k $4.9m | Reduced -162.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 358.7k $4.8m | Added +13.9k |
| Verition Fund Management LLC 0.06% of their portfolio | 352.2k $4.7m | Reduced -51.5k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 345.3k $4.6m | Added +25.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 342.1k $4.5m | Reduced -57.3k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 323.9k $4.3m | Added +4.0k |
| SIR Capital Management, L.P. 0.48% of their portfolio | 306.8k $4.1m | Added +33.9k |
| California Public Employees Retirement System 0.00% of their portfolio | 288.8k $3.8m | Added +37.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 282.9k $3.8m | Added +12.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 270.9k $3.6m | Added +138.2k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 269.6k $3.6m | Added +141.6k |
| HAMILTON LANE ADVISORS LLC 1.02% of their portfolio | 268.6k $3.6m | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% of their portfolio | 268.4k $3.6m | Added +707 |
| PEAPACK GLADSTONE FINANCIAL CORP 0.06% of their portfolio | 258.5k $3.4m | Added +2.6k |
| Erste Asset Management GmbH 0.06% of their portfolio | 250.0k $3.3m | Unchanged |
| Alpha Wave Global, LP 2.01% of their portfolio | 240.4k $3.2m | New |
| Pier Capital, LLC 0.51% of their portfolio | 240.3k $3.2m | Reduced -54.2k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 232.8k $3.1m | Reduced -12.6k |
| SG Americas Securities, LLC 0.04% of their portfolio | 224.2k $3.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 220.8k $2.9m | Reduced -17.7k |
| PEAK6 Investments LLC 0.14% of their portfolio | 217.3k $2.9m | Added +81.6k |
| Arosa Capital Management LP 1.01% of their portfolio | 217.0k $2.9m | Added +17.0k |
| Family CFO Inc 2.03% of their portfolio | 213.2k $2.8m | Reduced -29.3k |
| Bridgewater Associates, LP 0.02% of their portfolio | 213.1k $2.8m | New |
| HARTLINE INVESTMENT CORP/ 0.50% of their portfolio | 211.6k $2.8m | Added +100 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 204.6k $2.7m | Reduced -20.6k |
| NICOLA WEALTH MANAGEMENT LTD. 0.29% of their portfolio | 200.0k $2.7m | Added +15.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 191.3k $2.5m | Added +46.8k |
| MIROVA 0.51% of their portfolio | 191.2k $2.5m | Added +94.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 183.5k $2.4m | Added +8.6k |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 180.7k $2.4m | Reduced -2.6k |
| Penserra Capital Management LLC 0.05% of their portfolio | 173.5k $2.3m | Reduced -23.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 173.4k $2.3m | Added +1.9k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 164.9k $2.2m | Reduced -9.7k |
| HarbourVest Partners LLC 0.73% of their portfolio | 162.2k $2.2m | Unchanged |
| B & T Capital Management DBA Alpha Capital Management 0.50% of their portfolio | 161.7k $2.1m | Added +8.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 158.1k $2.1m | Reduced -1.3m |
| Allianz Asset Management GmbH 0.00% of their portfolio | 157.9k $2.1m | Added +6.2k |
| Brookfield Corp /ON/ 0.01% of their portfolio | 156.7k $2.1m | Reduced -25.5k |
| WESTWOOD HOLDINGS GROUP INC 0.02% of their portfolio | 154.2k $2.0m | Reduced -2.7k |
| LMR Partners LLP 0.04% of their portfolio | 150.0k $2.0m | New |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 149.6k $2.0m | Added +2.9k |