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BE Bloom Energy Corporation

Energy, filed as BLOOM ENERGY CORP (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 5

  • 8 Owners
  • #144
  • Max 9.4%
  • Master 0.24%
  • $4.1B
  • 1 new 2 add 4 reduce 1 exit 1 small

In 2026 Q2, 1 manager opened a position, 2 added, 4 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 9.4% (Situational Awareness). Not free-float ownership.

  1. Situational Awareness Reduce 9.4%
  2. Nehal Chopra Reduce 5.1%
  3. Ben Hoskin Add 4.2%
  4. Alex Sacerdote Reduce 3.9%
  5. Glen Kacher Add 2.8%
  6. Torray Investment Partners Reduce 2.2%

Who owns BE

Sorted by value, long equity only, as of 2026 Q2.

History
Situational Awareness 9.4% Reduce −3.3% 6,272,808 $1.9B History
Ben Hoskin, Value Aligned Research Advisors 4.2%, was 3.0% Add +21.8% 5,585,179 $1.7B History
Alex Sacerdote, Whale Rock Capital Management 3.9% Small trim −2.8% 1,608,305 $487M History
Glen Kacher, Light Street Capital Management 2.8%, was 1.3% Add +66.3% 84,167 $25M History
Torray Investment Partners 2.2% Reduce −12.4% 52,565 $16M History
Nehal Chopra, Ratan Capital Management 5.1% Reduce −15.0% 52,249 $16M History
Polen Capital Management 0.11% Reduce −39.3% 40,838 $12M History
Ron Baron, Bamco Inc. (Baron Capital) <0.01% New <0.01% 7,204 $2.2M History
Stanley Druckenmiller, Duquesne Family Office exited 2026 Q2 Last 2026 Q1 0.55% Exit −0.55% 136,320 $18M History

8 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BE's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BE insider trades
  • None no insider bought on the open market
  • $60.6M sold by 7 insiders outside a trading plan
  • $78.5M sold by 5 insiders under 10b5-1 plans
  1. Aman Joshi Chief Commercial Officer
    Planned sale
    $2.3M 8,437 shares at $277.17 5.4% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  2. Jeffrey R Immelt Director
    Planned sale
    $7.2M 30,000 shares at $238.91 13% of stake
    Traded Aug 17 Filed Aug 18
    ↗
  3. John T Chambers Director
    Planned sale
    $3.8M 15,000 shares at $250.00 6.7% of stake
    Traded Aug 13 Filed Aug 14
    ↗
  4. John T Chambers Director
    Planned sale
    $3.1M 15,000 shares at $205.58 6.3% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  5. Aman Joshi Chief Commercial Officer
    Planned sale
    $2.5M 8,343 shares at $300.37 4.8% of stake
    Traded Jul 1 Filed Jul 2
    ↗
  6. John T Chambers Director
    Planned sale
    $16.4M 55,000 shares at $297.69 19% of stake
    Traded May 28 Filed Jun 3
    ↗
  7. Shawn Marie Soderberg See Remarks
    Planned sale
    $712K 2,746 shares at $259.42 2% of stake
    Traded May 18 Filed May 18
    ↗
  8. Maciej Kurzymski Chief Accounting Officer
    Sale
    $1.8M 6,229 shares at $293.36 7.1% of stake
    Traded May 13 Filed May 14
    ↗
  9. Mary K Bush Director
    Sale
    $6.7M 25,000 shares at $266.96 19% of stake
    Traded May 7 Filed May 8
    ↗
  10. Shawn Marie Soderberg See Remarks
    Planned sale
    $9.8M 35,000 shares at $279.00 9.3% of stake
    Traded Apr 29 Filed May 1
    ↗
  11. Shawn Marie Soderberg See Remarks
    Planned sale
    $11.8M 55,000 shares at $213.73 28% of stake
    Traded Apr 14–15 Filed Apr 16
    ↗
  12. Satish Chitoori Chief Operations Officer
    Planned sale
    $4.1M 20,000 shares at $204.23 8.6% of stake
    Traded Apr 14 Filed Apr 16
    ↗
  13. Aman Joshi Chief Commercial Officer
    Planned sale
    $1.4M 10,000 shares at $135.88 5.2% of stake
    Traded Apr 1 Filed Apr 2
    ↗
  14. Shawn Marie Soderberg See Remarks
    Planned sale
    $2.3M 15,410 shares at $150.47 7.3% of stake
    Traded Mar 19 Filed Mar 20
    ↗
  15. Shawn Marie Soderberg See Remarks
    Planned sale
    $2M 13,074 shares at $153.44 5.8% of stake
    Traded Mar 17 Filed Mar 17
    ↗

Also filed in the last 12 months, not counted as buying or selling: 29 sales to cover taxes, 28 stock grants, 5 option exercises, and 3 gifts.

Congress

3 members of Congress traded BE in the last three years: 8 buys and 2 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Nancy Pelosi D-CA-11Spouse BuyOption $500K–$1M Jul 28 filed Aug 21
  2. Nancy Pelosi D-CA-11Spouse Buy $500K–$1M Jul 28 filed Aug 21
  3. Nancy Pelosi D-CA-11Spouse BuyOption $1M–$5M Jul 24 filed Aug 21
  4. Nancy Pelosi D-CA-11Spouse Buy $1M–$5M Jul 24 filed Aug 21
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 30 filed Feb 13
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Dec 24, 2025 filed Jan 12

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q/A Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 7.01 Filing Doc
8-K/A 5.02 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 1 hour ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.27B $1.44B $2B
Gross profit $197.79M $404.65M $587.4M
Gross margin * 15.6% 28.1% 29.3%
Net income -$302.12M — —
Net margin * -23.8% — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.69B $2.04B $3.73B
Total non-current assets * $720.51M $613.23M $666.14M
Total assets $2.41B $2.66B $4.4B
Total current liabilities $470.42M $636.76M $623.83M
Total non-current liabilities * $1.42B $1.44B $2.98B
Total equity $502.08M $562.47M $768.64M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$372.53M $92M $113.95M
Cash from investing -$83.72M -$58.78M -$93.12M
Cash from financing $0.683B $0.175B $1.51B
Net change in cash $0.227B $0.206B $1.53B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.