Vault-13

BIMERGEN ENERGY CORP BESS

COM NEW · Common Stock · CUSIP 84856X205

17 institutional holders +12 vs Q1 2026
1,296,3671.3m shares reported held*
18.3% of all shares outstanding*
$5.3mreported value*
15 new 1 added 0 reduced 3 sold out net bought ≈ $2.1m (+513.0k shares)

* 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. Holder counts are more reliable. Shares outstanding: 7.1m as of 2026-08-14, 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 ≈ $4.07.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q4 25: 1Q1 26: 5Q2 26: 1717Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 20251
Q1 20265
Q2 202617

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 26: 5 bought or addedQ1 26: 1 cut or sold outQ1 26Q2 26: 16 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202651
Q2 2026163

Biggest buyers

VANGUARD CAPITAL MANAGEMENT LLC New +154,640+154.6k
JANE STREET GROUP, LLC New +105,966+106.0k
Feynman Point Asset Management LLC New +82,861+82.9k
HRT FINANCIAL LP New +73,138+73.1k
THOMPSON DAVIS & CO., INC. New +54,150+54.1k
GEODE CAPITAL MANAGEMENT, LLC New +36,191+36.2k
VANGUARD FIDUCIARY TRUST CO New +23,699+23.7k
Virtu Financial LLC New +22,792+22.8k
STATE STREET CORP New +13,200+13.2k
Pekin Hardy Strauss, Inc. New +10,000+10.0k

Biggest sellers

Shay Capital LLC Sold out -29,301-29.3k
One68 Global Capital, LLC Sold out -29,300-29.3k
BLUEFIN CAPITAL MANAGEMENT, LLC Sold out -24,800-24.8k

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.

HolderStakeChangeShares Last filed
Encompass Capital Advisors LLC 13G · passive investor new · filed 2026-02-27 10.0% new 2.0m≈ $3.2m 2026-02-27

Insider purchases and sales since 1 Apr 2026

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.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Encompass Capital Advisors LLC 0.12% of their portfolio New York, NY 700,000700.0k $2.8m $2.8m 0.12% Unchanged
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 154,640154.6k $629.4k $629.4k 0.00% New
3 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 105,966106.0k $431.3k $431.3k 0.00% New
4 Feynman Point Asset Management LLC 0.62% of their portfolio NEW YORK, NY 82,86182.9k $337.2k $337.2k 0.62% New
5 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 73,13873.1k $297.0k $297.0k 0.00% New
6 THOMPSON DAVIS & CO., INC. 0.13% of their portfolio RICHMOND, VA 54,15054.1k $220.4k $220.4k 0.13% New
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 36,19136.2k $147.3k $147.3k 0.00% New
8 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 23,69923.7k $96.5k $96.5k 0.00% New
9 Virtu Financial LLC 0.00% of their portfolio New York, NY 22,79222.8k $93.0k $93.0k 0.00% New
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 13,20013.2k $54.9k $54.9k 0.00% New
11 Pekin Hardy Strauss, Inc. 0.00% of their portfolio CHICAGO, IL 10,00010.0k $40.7k $40.7k 0.00% New
12 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 10,00010.0k $40.7k $40.7k 0.00% New
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,7166.7k $27.3k $27.3k 0.00% New
14 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,0003.0k $12.2k $12.2k 0.00% New
15 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 1111 $45 $45 0.00% Added +4 +4
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22 $8 $8 0.00% New
17 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 11 $4 $4 0.00% New