Bloom Energy Ownership 2024 | Who Owns Bloom Energy Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

83.93%

Insider Ownership

13.30%

Retail Ownership

2.78%

Institutional Holders

349.00

Bloom Energy Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERIPRISE FINANCIAL INC18.07%0.14%40,764,3941,973,6415.09%498,956,182Jun 30, 2024
VANGUARD GROUP INC8.42%0.00%18,992,325-692,910-3.52%232,466,057Jun 30, 2024
BLACKROCK INC.6.46%0.00%14,568,768-7,318,940-33.44%178,321,720Jun 30, 2024
MORGAN STANLEY4.33%0.01%9,761,4643,620,74958.96%119,480,326Jun 30, 2024
STATE STREET CORP2.32%0.00%5,244,425250,7995.02%64,191,762,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.09%0.01%4,706,339205,6384.57%57,617,477Jun 30, 2024
NORGES BANK1.86%0.01%4,192,9394,192,939100.00%51,321,573Jun 30, 2024
JPMORGAN CHASE & CO1.78%0.00%4,012,981-75,650-1.85%49,118,888Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.1.64%0.12%3,691,992-358,433-8.85%45,190,000Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC1.61%0.04%3,635,149-632,577-14.82%44,494,220Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC1.56%0.01%3,529,9173,005,524573.14%43,206,183Jun 30, 2024
PUBLIC INVESTMENT FUND1.44%0.19%3,257,398--39,870,552Jun 30, 2024
TWO SIGMA INVESTMENTS, LP1.37%0.09%3,084,789627,77325.55%37,757,817Jun 30, 2024
BANK OF AMERICA CORP /DE/1.31%0.00%2,959,146992,64450.48%36,219,947Jun 30, 2024
CONTOUR ASSET MANAGEMENT LLC1.31%1.22%2,956,6332,956,633100.00%36,189,188Jun 30, 2024
JANUS HENDERSON GROUP PLC1.16%0.02%2,618,3242,494,2922011.01%32,047,857Jun 30, 2024
WHALE ROCK CAPITAL MANAGEMENT LLC1.09%0.42%2,448,3642,448,364100.00%29,967,975Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.90%0.01%2,019,20242,7352.16%24,715,034Jun 30, 2024
NORTHERN TRUST CORP0.84%0.00%1,886,343-43,477-2.25%23,088,838,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.82%0.00%1,842,715217,33813.37%22,554,831Jun 30, 2024

Bloom Energy's largest institutional shareholder is AMERIPRISE FINANCIAL INC, holding 18.07% of the company's total share outstanding, currently valued at $498.96M. The top 10 institutional shareholders own together 48.57% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LIGHT STREET CAPITAL MANAGEMENT, LLC0.40%2.53%899,881899,881100.00%11,014,543Jun 30, 2024
OXBOW CAPITAL MANAGEMENT (HK) LTD0.25%2.36%569,846569,846100.00%6,974,915Jun 30, 2024
JAT CAPITAL MGMT LP0.65%2.31%1,465,6111,465,611100.00%17,939,079Jun 30, 2024
LUMBARD & KELLNER, LLC0.11%1.43%246,663246,663100.00%3,019,155Jun 30, 2024
FAMILY CFO INC0.08%1.42%188,507-12,666-6.30%2,307,326Jun 30, 2024
HEL VED CAPITAL MANAGEMENT LTD0.19%1.42%424,400424,400100.00%5,194,656Jun 30, 2024
CONTOUR ASSET MANAGEMENT LLC1.31%1.22%2,956,6332,956,633100.00%36,189,188Jun 30, 2024
DIGITALBRIDGE GROUP, INC.0.51%1.22%1,160,389462,58166.29%14,203,162Jun 30, 2024
ROUBAIX CAPITAL, LLC0.06%1.11%143,186143,186100.00%1,752,597Jun 30, 2024
HARBOURVEST PARTNERS LLC0.07%1.06%162,199--1,985,316Jun 30, 2024
ALPHA WAVE GLOBAL, LP0.11%0.96%240,526--2,944,038Jun 30, 2024
PIER CAPITAL, LLC0.20%0.83%457,662457,662100.00%5,601,783Jun 30, 2024
CRAWFORD FUND MANAGEMENT, LLC0.11%0.79%256,000-82,500-24.37%3,133,440Jun 30, 2024
ELECTRON CAPITAL PARTNERS, LLC0.62%0.77%1,389,19426,9831.98%17,003,735Jun 30, 2024
MASTERS CAPITAL MANAGEMENT LLC0.44%0.69%1,000,000--12,240,000Jun 30, 2024
CANAL INSURANCE CO0.09%0.65%200,000130,000185.71%2,448,000Jun 30, 2024
NAPEAN TRADING & INVESTMENT CO (SINGAPORE) PTE LTD0.09%0.56%191,701191,701100.00%2,346,420Jun 30, 2024
WHALE ROCK CAPITAL MANAGEMENT LLC1.09%0.42%2,448,3642,448,364100.00%29,967,975Jun 30, 2024
FRIEDENTHAL FINANCIAL0.02%0.42%54,65354,653100.00%668,953Jun 30, 2024
VALIANT CAPITAL MANAGEMENT, L.P.0.24%0.36%546,190546,190100.00%6,685,366Jun 30, 2024

The largest Bloom Energy shareholder by % of total assets is LIGHT STREET CAPITAL MANAGEMENT, LLC. The company owns 899.88K shares of Bloom Energy (BE), representing 2.53% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.86%0.01%4,192,9394,192,939100.00%51,321,573Jun 30, 2024
MORGAN STANLEY4.33%0.01%9,761,4643,620,74958.96%119,480,326Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC1.56%0.01%3,529,9173,005,524573.14%43,206,183Jun 30, 2024
CONTOUR ASSET MANAGEMENT LLC1.31%1.22%2,956,6332,956,633100.00%36,189,188Jun 30, 2024
JANUS HENDERSON GROUP PLC1.16%0.02%2,618,3242,494,2922011.01%32,047,857Jun 30, 2024
WHALE ROCK CAPITAL MANAGEMENT LLC1.09%0.42%2,448,3642,448,364100.00%29,967,975Jun 30, 2024
AMERIPRISE FINANCIAL INC18.07%0.14%40,764,3941,973,6415.09%498,956,182Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.66%0.01%1,495,9061,495,906100.00%18,309,889Jun 30, 2024
JAT CAPITAL MGMT LP0.65%2.31%1,465,6111,465,611100.00%17,939,079Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.62%0.04%1,398,8751,398,875100.00%17,287,542Jun 30, 2024
BANK OF AMERICA CORP /DE/1.31%0.00%2,959,146992,64450.48%36,219,947Jun 30, 2024
LIGHT STREET CAPITAL MANAGEMENT, LLC0.40%2.53%899,881899,881100.00%11,014,543Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.37%0.04%831,411831,411100.00%10,176,471Jun 30, 2024
TWO SIGMA INVESTMENTS, LP1.37%0.09%3,084,789627,77325.55%37,757,817Jun 30, 2024
ARTEMIS INVESTMENT MANAGEMENT LLP0.27%0.10%612,916612,916100.00%7,502,092Jun 30, 2024
OXBOW CAPITAL MANAGEMENT (HK) LTD0.25%2.36%569,846569,846100.00%6,974,915Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.25%0.01%556,897556,897100.00%6,816,419Jun 30, 2024
VALIANT CAPITAL MANAGEMENT, L.P.0.24%0.36%546,190546,190100.00%6,685,366Jun 30, 2024
PEAK6 INVESTMENTS LLC0.24%0.02%548,400538,5005439.39%6,712,416Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.35%0.02%787,999508,441181.87%9,645,108Jun 30, 2024

As of Jun 30 2024, Bloom Energy's largest institutional buyer is NORGES BANK. The company purchased 4.19M stocks of BE, valued at $51.32M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.6.46%0.00%14,568,768-7,318,940-33.44%178,321,720Jun 30, 2024
COVALIS CAPITAL LLP----1,793,357-100.00%-Jun 30, 2024
SELECT EQUITY GROUP, L.P.----1,490,000-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.12%0.02%280,906-1,028,636-78.55%3,662,210Jun 30, 2024
VANGUARD GROUP INC8.42%0.00%18,992,325-692,910-3.52%232,466,057Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC1.61%0.04%3,635,149-632,577-14.82%44,494,220Jun 30, 2024
D. E. SHAW & CO., INC.0.14%0.00%316,800-533,600-62.75%3,877,632Jun 30, 2024
COVALIS (GIBRALTAR) LTD----518,939-100.00%-Jun 30, 2024
HANDELSBANKEN FONDER AB0.46%0.06%1,047,169-487,823-31.78%12,817,000Jun 30, 2024
VAN ECK ASSOCIATES CORP0.26%0.01%585,396-427,151-42.19%7,165,000Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP----396,985-100.00%-Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.1.64%0.12%3,691,992-358,433-8.85%45,190,000Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----273,954-100.00%-Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.13%0.01%292,513-262,743-47.32%3,580,359Jun 30, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC----260,664-100.00%-Jun 30, 2024
UBS OCONNOR LLC----250,000-100.00%-Jun 30, 2024
III CAPITAL MANAGEMENT----250,000-100.00%-Jun 30, 2024
MAXI INVESTMENTS CY LTD----250,000-100.00%-Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP0.01%0.01%20,000-236,702-92.21%244,800Jun 30, 2024
INVESCO LTD.0.27%0.00%620,030-226,779-26.78%7,589,167Jun 30, 2024

As of Jun 30 2024, Bloom Energy's biggest institutional seller is BLACKROCK INC.. The company sold -7.32M shares of BE, valued at $178.32M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.86%0.01%4,192,9394,192,939100.00%51,321,573Jun 30, 2024
CONTOUR ASSET MANAGEMENT LLC1.31%1.22%2,956,6332,956,633100.00%36,189,188Jun 30, 2024
WHALE ROCK CAPITAL MANAGEMENT LLC1.09%0.42%2,448,3642,448,364100.00%29,967,975Jun 30, 2024
JAT CAPITAL MGMT LP0.65%2.31%1,465,6111,465,611100.00%17,939,079Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.62%0.04%1,398,8751,398,875100.00%17,287,542Jun 30, 2024
LIGHT STREET CAPITAL MANAGEMENT, LLC0.40%2.53%899,881899,881100.00%11,014,543Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.37%0.04%831,411831,411100.00%10,176,471Jun 30, 2024
ARTEMIS INVESTMENT MANAGEMENT LLP0.27%0.10%612,916612,916100.00%7,502,092Jun 30, 2024
OXBOW CAPITAL MANAGEMENT (HK) LTD0.25%2.36%569,846569,846100.00%6,974,915Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.25%0.01%556,897556,897100.00%6,816,419Jun 30, 2024
VALIANT CAPITAL MANAGEMENT, L.P.0.24%0.36%546,190546,190100.00%6,685,366Jun 30, 2024
PIER CAPITAL, LLC0.20%0.83%457,662457,662100.00%5,601,783Jun 30, 2024
HEL VED CAPITAL MANAGEMENT LTD0.19%1.42%424,400424,400100.00%5,194,656Jun 30, 2024
GOLDMAN SACHS GROUP INC0.18%0.00%401,000401,000100.00%4,908,240Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP0.15%0.00%343,261343,261100.00%4,201,515Jun 30, 2024
LUMBARD & KELLNER, LLC0.11%1.43%246,663246,663100.00%3,019,155Jun 30, 2024
MACQUARIE GROUP LTD0.09%0.00%207,604207,604100.00%2,541,000Jun 30, 2024
NAPEAN TRADING & INVESTMENT CO (SINGAPORE) PTE LTD0.09%0.56%191,701191,701100.00%2,346,420Jun 30, 2024
NISHKAMA CAPITAL, LLC0.07%0.14%147,650147,650100.00%1,807,236Jun 30, 2024
ROUBAIX CAPITAL, LLC0.06%1.11%143,186143,186100.00%1,752,597Jun 30, 2024
ZEVENBERGEN CAPITAL INVESTMENTS LLC0.06%0.04%141,150141,150100.00%1,727,676Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.06%0.11%132,328132,328100.00%1,619,695Jun 30, 2024
MKP CAPITAL MANAGEMENT, L.L.C.0.06%0.10%131,000131,000100.00%1,603,440Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.01%107,015107,015100.00%1,309,864Jun 30, 2024
MONASHEE INVESTMENT MANAGEMENT LLC0.03%0.12%75,00075,000100.00%918,000Jun 30, 2024
BOKF, NA0.03%0.02%70,32570,325100.00%860,778Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.03%0.00%65,45165,451100.00%801,120Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.03%0.00%65,00065,000100.00%795,600Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.03%0.13%58,09058,090100.00%711,022Jun 30, 2024
FRIEDENTHAL FINANCIAL0.02%0.42%54,65354,653100.00%668,953Jun 30, 2024
ARDSLEY ADVISORY PARTNERS LP0.02%0.09%50,00050,000100.00%612,000Jun 30, 2024
LRI INVESTMENTS, LLC0.02%0.06%40,00040,000100.00%489,600Jun 30, 2024
COHEN & STEERS, INC.0.02%0.00%36,02036,020100.00%441,000Jun 30, 2024
J. SAFRA SARASIN HOLDING AG0.01%0.01%31,69731,697100.00%387,971Jun 30, 2024
NATIXIS0.01%0.00%28,55828,558100.00%349,550Jun 30, 2024
VIRTU FINANCIAL LLC0.01%0.02%26,94926,949100.00%330,000Jun 30, 2024
MOORS & CABOT, INC.0.01%0.01%21,51021,510100.00%263,282Jun 30, 2024
CENTRAL ASSET INVESTMENTS & MANAGEMENT HOLDINGS (HK) LTD0.01%0.10%21,30021,300100.00%260,712Jun 30, 2024
ALGERT GLOBAL LLC0.01%0.01%20,46820,468100.00%251,000Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC0.01%0.02%17,38017,380100.00%212,731Jun 30, 2024
HARBOUR CAPITAL ADVISORS, LLC0.01%0.05%17,37517,375100.00%197,554Jun 30, 2024
CENTIVA CAPITAL, LP0.01%0.00%16,70016,700100.00%204,408Jun 30, 2024
CSS LLC/IL0.01%0.01%15,00015,000100.00%183,600Jun 30, 2024
STRATEGIC FINANCIAL CONCEPTS, LLC0.01%0.00%13,12813,128100.00%1,710,000Jun 30, 2024
CANTON HATHAWAY, LLC0.01%0.04%13,00013,000100.00%159,000Jun 30, 2024
STRATOS WEALTH PARTNERS, LTD.0.01%0.00%12,94012,940100.00%158,386Jun 30, 2024
SENDER CO & PARTNERS, INC.0.01%0.18%12,73312,733100.00%155,852Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.01%0.03%11,90911,909100.00%145,766Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC0.01%0.01%11,65011,650100.00%142,596Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.00%0.00%10,40010,400100.00%127,296Jun 30, 2024
MATHER GROUP, LLC.0.00%0.00%5,8765,876100.00%66,046Jun 30, 2024
GILLILAND JETER WEALTH MANAGEMENT LLC0.00%0.02%4,3004,300100.00%52,632Jun 30, 2024
CANAL INSURANCE CO0.00%0.05%1,4001,400100.00%172,000Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.00%-1,0001,000100.00%2,483Jun 30, 2024
FAMILY FIRM, INC.0.00%0.00%525525100.00%6,426Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.00%0.00%216216100.00%264,384Jun 30, 2024
VALLEY NATIONAL ADVISERS INC-0.00%9090100.00%1,000Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%5858100.00%756Jun 30, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.--5757100.00%1,000Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC-0.00%3232100.00%392Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC-0.00%1919100.00%233Jun 30, 2024

Bloom Energy's largest new institutional shareholder by number of shares is NORGES BANK, purchased 4.19M shares, valued at $51.32M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COVALIS CAPITAL LLP----1,793,357-100.00%-Jun 30, 2024
SELECT EQUITY GROUP, L.P.----1,490,000-100.00%-Jun 30, 2024
COVALIS (GIBRALTAR) LTD----518,939-100.00%-Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP----396,985-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----273,954-100.00%-Jun 30, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC----260,664-100.00%-Jun 30, 2024
UBS OCONNOR LLC----250,000-100.00%-Jun 30, 2024
III CAPITAL MANAGEMENT----250,000-100.00%-Jun 30, 2024
MAXI INVESTMENTS CY LTD----250,000-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----165,597-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----137,782-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----129,491-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----111,500-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----108,495-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----94,999-100.00%-Jun 30, 2024
FIL LTD----87,605-100.00%-Jun 30, 2024
J. GOLDMAN & CO LP----75,000-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----68,400-100.00%-Jun 30, 2024
BOSTON PARTNERS----63,267-100.00%-Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD----60,400-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----60,168-100.00%-Jun 30, 2024
PRIMECAP MANAGEMENT CO/CA/----49,600-100.00%-Jun 30, 2024
WALLEYE TRADING LLC----39,733-100.00%-Jun 30, 2024
QUAERO CAPITAL S.A.----35,636-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----33,557-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----32,836-100.00%-Jun 30, 2024
BANCO SANTANDER, S.A.----22,411-100.00%-Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO----20,259-100.00%-Jun 30, 2024
AM INVESTMENT STRATEGIES LLC----20,000-100.00%-Jun 30, 2024
GILDER GAGNON HOWE & CO LLC----19,588-100.00%-Jun 30, 2024
M. KULYK & ASSOCIATES, LLC----15,137-100.00%-Jun 30, 2024
URSA FUND MANAGEMENT, LLC----15,000-100.00%-Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC----13,432-100.00%-Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----12,300-100.00%-Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC----11,900-100.00%-Jun 30, 2024
SCIENCAST MANAGEMENT LP----11,804-100.00%-Jun 30, 2024
LINCOLN NATIONAL CORP----11,145-100.00%-Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC----10,588-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----10,517-100.00%-Jun 30, 2024
CAPTION MANAGEMENT, LLC----8,800-100.00%-Jun 30, 2024
RAYMOND JAMES & ASSOCIATES----5,000-100.00%-Jun 30, 2024
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.----4,000-100.00%-Jun 30, 2024
BNP PARIBAS----3,350-100.00%-Jun 30, 2024
BOYD WATTERSON ASSET MANAGEMENT LLC/OH----1,500-100.00%-Jun 30, 2024
DAGCO, INC.----1,123-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----39-100.00%-Jun 30, 2024
TFO-TDC, LLC----2-100.00%-Jun 30, 2024

Bloom Energy's largest sold out institutional shareholder by shares sold is COVALIS CAPITAL LLP, sold -1.79M shares, valued at -, as of undefined.

Bloom Energy Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Columbia Seligman Premium Technology Growth Fund, Inc.5.20%991,622129,51715.02%Mar 31, 2024
Aspiration Funds2.14%78,927-1,557-1.93%Mar 31, 2024
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC1.00%795,000--Dec 29, 2023
TRI-CONTINENTAL CORP0.84%4,500,000500,00012.50%Mar 31, 2024
ELLSWORTH GROWTH & INCOME FUND LTD0.82%1,155,000--Dec 29, 2023
ELLSWORTH GROWTH & INCOME FUND LTD0.82%1,155,000--Dec 29, 2023
HIGHLAND FUNDS II0.81%12,000--Dec 31, 2023
BANCROFT FUND LTD0.77%1,065,000--Dec 29, 2023
BANCROFT FUND LTD0.77%1,065,000--Dec 29, 2023
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.76%707,960--Jan 31, 2024
TETON WESTWOOD FUNDS0.75%485,000--Dec 29, 2023
TETON WESTWOOD FUNDS0.75%485,000--Dec 29, 2023
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC0.58%460,000--Dec 29, 2023
ELLSWORTH GROWTH & INCOME FUND LTD0.57%800,000--Dec 29, 2023
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC0.50%400,000--Dec 29, 2023
BANCROFT FUND LTD0.50%700,000--Dec 29, 2023
HARTFORD HLS SERIES FUND II INC0.46%111,821--Dec 31, 2023
FORUM FUNDS0.43%1,000,000--Jan 31, 2024
FORUM FUNDS0.43%1,000,000--Jan 31, 2024
CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND0.41%29,000--Feb 29, 2024
NUVEEN INVESTMENT TRUST0.34%191,413--Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST0.33%119,327--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.27%143,351--Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.27%985,883--Mar 31, 2024
ADVENT CONVERTIBLE & INCOME FUND0.19%641,000--Jan 31, 2024
TETON WESTWOOD FUNDS0.15%100,000--Dec 29, 2023
EntrepreneurShares Series Trust0.15%41,179--Dec 31, 2023
T. Rowe Price New Era Fund, Inc.0.13%147,117--Mar 31, 2024
ALLSPRING VARIABLE TRUST0.12%74,300--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.11%21,458--Mar 28, 2024
FIDELITY FINANCIAL TRUST0.11%1,979,000--Feb 29, 2024
Salient Midstream & MLP Fund0.11%24,001--Aug 31, 2022
Global Beta ETF Trust0.10%272-71-20.70%May 31, 2022
ADVISORS' INNER CIRCLE FUND0.10%2,347,717--Jan 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST0.09%4,713,000--Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.09%876,621-226,236-20.51%Mar 31, 2024
VANGUARD EXPLORER FUND0.08%1,035,000--Jan 31, 2024
ADVISORS' INNER CIRCLE FUND0.08%2,000,000--Jan 31, 2024
ADVISORS' INNER CIRCLE FUND0.08%2,000,000--Jan 31, 2024
LEGG MASON PARTNERS VARIABLE EQUITY TRUST0.08%299,96918,6006.61%Dec 29, 2023
TOCQUEVILLE TRUST0.07%10,000--Jan 31, 2024
Cushing Mutual Funds Trust0.07%2,014-26,066-92.83%Aug 31, 2023
NEUBERGER BERMAN EQUITY FUNDS0.07%655,210-6,927-1.05%Feb 29, 2024
VICTORY VARIABLE INSURANCE FUNDS0.06%32,650--Mar 31, 2024
Columbia Funds Series Trust II0.06%23,275,7164,185,68821.93%Feb 29, 2024
Voya EQUITY TRUST0.06%86,384--Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.06%340,315-10,671-3.04%Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.05%31,408--Feb 29, 2024
LEGG MASON PARTNERS INVESTMENT TRUST0.05%2,483,062-691,396-21.78%Jan 31, 2024
T. Rowe Price Equity Funds, Inc.0.05%528,702--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.05%28,344-1,260-4.26%Mar 31, 2024
VANGUARD INDEX FUNDS0.04%17,593,655-3,028,778-14.69%Mar 31, 2024
Salient MF Trust0.04%48,065-174,970-78.45%Sep 30, 2022
VARIABLE INSURANCE PRODUCTS FUND III0.03%230,300--Mar 31, 2024
LAZARD FUNDS INC0.03%1,154,000957,000485.79%Mar 31, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.03%1,147,000--Feb 29, 2024
WESMARK FUNDS0.02%82,00058,300245.99%Mar 31, 2024
AltShares Trust0.02%4,2202,520148.24%Feb 29, 2024
FIDELITY SECURITIES FUND0.02%2,064,526--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.02%4,522--Mar 31, 2024
Ultimus Managers Trust0.02%206,499--Feb 29, 2024
HUSSMAN INVESTMENT TRUST0.02%63,000--Dec 31, 2023
Columbia Funds Series Trust II0.02%6,500,000500,0008.33%Feb 29, 2024
Vericimetry Funds0.02%1,410--Mar 31, 2024
INTEGRITY FUNDS0.01%35,000--Jan 31, 2024
SCHWAB CAPITAL TRUST0.01%545,6294,8920.90%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%49,32526,042111.85%Jan 31, 2024
Columbia Funds Variable Series Trust II0.01%380,31255,54517.10%Mar 31, 2024
Brookfield Investment Funds0.01%19,045--Mar 31, 2024
FIDELITY CAPITAL TRUST0.01%123,200--Jan 31, 2024
Global X Funds0.01%490,644-572,039-53.83%Feb 29, 2024
VANGUARD HORIZON FUNDS0.01%227,521--Mar 31, 2024
VICTORY PORTFOLIOS0.01%290,670--Mar 31, 2024
Pear Tree Funds0.01%73,033--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.01%1,871,51080,2394.48%Feb 29, 2024
CALVERT IMPACT FUND INC0.01%103,07337,66457.58%Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.01%6,297-77-1.21%Sep 30, 2023
FIDELITY ADVISOR SERIES I0.01%1,553,700--Feb 29, 2024
DRIEHAUS MUTUAL FUNDS0.01%70,508--Mar 28, 2024
FIDELITY FINANCIAL TRUST0.01%139,000--Feb 29, 2024
Calvert Variable Products, Inc.0.01%19,954--Mar 31, 2024
FIDELITY ADVISOR SERIES VII0.01%62,100--Jan 31, 2024
UBS FUNDS0.01%35,027--Mar 31, 2024
NUVEEN INVESTMENT FUNDS INC0.01%215,686--Jan 31, 2024
FIDELITY COVINGTON TRUST0.01%117,52622,53023.72%Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.01%253,630-19,624-7.18%Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.01%37,673--Jan 31, 2024
PRIMECAP Odyssey Funds0.01%49,600--Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.01%493,525-39,952-7.49%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.01%119,000--Mar 31, 2024
US GLOBAL INVESTORS FUNDS0.01%30,000--Mar 31, 2024
ROYCE FUND0.00%32,400--Mar 31, 2024
STEWARD FUNDS, INC.0.00%11,7902,00020.43%Jan 31, 2024
Virtus ETF Trust II0.00%6,087-7,287-54.49%Jan 31, 2024
ETF Managers Trust0.00%33,153-1,540-4.44%Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.00%9,489-7,102-42.81%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%122,306-9,760-7.39%Mar 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.00%51,560--Feb 29, 2024
UNIFIED SERIES TRUST0.00%47,834--Mar 31, 2024
Federated Hermes MDT Series0.00%7,144--Jan 31, 2024

Bloom Energy's largest mutual fund holder by % of total assets is "Columbia Seligman Premium Technology Growth Fund, Inc.", owning 991.62K shares, compromising 5.20% of its total assets.

Bloom Energy Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 243497.06%
31 Mar, 24326-3.83%
31 Dec, 23339-2.31%
30 Sep, 233471.17%
30 Jun, 23343-4.46%
31 Mar, 233592.87%
31 Dec, 223498.72%
30 Sep, 223215.59%
30 Jun, 22304-5.59%
31 Mar, 22322-1.83%
31 Dec, 213289.70%
30 Sep, 21299-1.64%
30 Jun, 21304-0.65%
31 Mar, 213066.99%
31 Dec, 2028625.99%
30 Sep, 2022716.41%
30 Jun, 2019518.90%
31 Mar, 20164-
31 Dec, 19164-5.20%
30 Sep, 191731.17%
30 Jun, 1917131.54%
31 Mar, 1913068.83%
31 Dec, 1877-1.28%
30 Sep, 1878-
31 Mar, 101-

As of 30 Jun 24, 349 institutions are holding Bloom Energy's shares, representing an increase of 7.06% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24189,332,40512.63%
31 Mar, 24168,099,197-2.82%
31 Dec, 23172,970,61610.00%
30 Sep, 23157,247,5340.80%
30 Jun, 23156,002,60011.17%
31 Mar, 23140,321,8504.27%
31 Dec, 22134,580,851-1.85%
30 Sep, 22137,113,18915.13%
30 Jun, 22119,094,4774.64%
31 Mar, 22113,815,815-1.68%
31 Dec, 21115,761,1549.33%
30 Sep, 21105,879,9542.40%
30 Jun, 21103,400,9498.75%
31 Mar, 2195,081,1463.93%
31 Dec, 2091,485,47310.03%
30 Sep, 2083,146,33939.83%
30 Jun, 2059,463,86918.09%
31 Mar, 2050,354,31710.65%
31 Dec, 1945,509,731-2.37%
30 Sep, 1946,613,0590.93%
30 Jun, 1946,185,65423.96%
31 Mar, 1937,259,42973.54%
31 Dec, 1821,469,7420.55%
30 Sep, 1821,352,227-
31 Mar, 1033-

Bloom Energy (BE) has 189.33M shares outstanding as of 30 Jun 24, up 12.63% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2483.93%1.49%
31 Mar, 2474.98%1.13%
31 Dec, 2381.33%1.43%
30 Sep, 2375.35%1.32%
30 Jun, 2375.46%1.64%
31 Mar, 2367.88%1.30%
31 Dec, 2272.39%1.34%
30 Sep, 2273.52%1.65%
30 Jun, 2266.72%1.62%
31 Mar, 2264.23%1.44%
31 Dec, 2166.75%1.81%
30 Sep, 2160.76%1.70%
30 Jun, 2159.86%1.93%
31 Mar, 2155.69%1.83%
31 Dec, 2055.12%1.54%
30 Sep, 2059.83%2.68%
30 Jun, 2047.22%2.85%
31 Mar, 2040.69%3.01%
31 Dec, 1936.77%2.29%
30 Sep, 1940.07%2.43%
30 Jun, 1940.65%3.66%
31 Mar, 1933.31%9.04%
31 Dec, 1819.20%2.78%
30 Sep, 1826.26%-
31 Mar, 100.00%-

As of 30 Jun 24, Bloom Energy is held by 83.93% institutional shareholders, representing a 1.49% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2416321.64%
31 Mar, 24134-8.84%
31 Dec, 23147-5.77%
30 Sep, 231563.31%
30 Jun, 23151-10.65%
31 Mar, 23169-1.17%
31 Dec, 221713.01%
30 Sep, 2216625.76%
30 Jun, 22132-19.02%
31 Mar, 22163-0.61%
31 Dec, 2116425.19%
30 Sep, 21131-18.13%
30 Jun, 211600.63%
31 Mar, 21159-4.22%
31 Dec, 2016625.76%
30 Sep, 2013215.79%
30 Jun, 2011431.03%
31 Mar, 208710.13%
31 Dec, 1979-16.84%
30 Sep, 1995-20.83%
30 Jun, 1912018.81%
31 Mar, 1910194.23%
31 Dec, 1852-31.58%
30 Sep, 1876-
31 Mar, 101-

163 institutional shareholders have increased their position in BE stock as of 30 Jun 24 compared to 134 in the previous quarter (a 21.64% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2492-5.15%
31 Mar, 2497-2.02%
31 Dec, 239928.57%
30 Sep, 2377-7.23%
30 Jun, 2383-9.78%
31 Mar, 2392-4.17%
31 Dec, 229614.29%
30 Sep, 2284-3.45%
30 Jun, 22878.75%
31 Mar, 2280-1.23%
31 Dec, 21813.85%
30 Sep, 217825.81%
30 Jun, 2162-25.30%
31 Mar, 218323.88%
31 Dec, 206742.55%
30 Sep, 204723.68%
30 Jun, 2038-
31 Mar, 2038-29.63%
31 Dec, 195450.00%
30 Sep, 193644.00%
30 Jun, 192556.25%
31 Mar, 19166.67%
31 Dec, 1815-
30 Sep, 18--
31 Mar, 10--

92 institutional shareholders have reduced their position in BE stock as of 30 Jun 24 compared to 97 in the previous quarter (a -5.15% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 243497.06%189,332,40512.63%83.93%1.49%16321.64%92-5.15%
31 Mar, 24326-3.83%168,099,197-2.82%74.98%1.13%134-8.84%97-2.02%
31 Dec, 23339-2.31%172,970,61610.00%81.33%1.43%147-5.77%9928.57%
30 Sep, 233471.17%157,247,5340.80%75.35%1.32%1563.31%77-7.23%
30 Jun, 23343-4.46%156,002,60011.17%75.46%1.64%151-10.65%83-9.78%
31 Mar, 233592.87%140,321,8504.27%67.88%1.30%169-1.17%92-4.17%
31 Dec, 223498.72%134,580,851-1.85%72.39%1.34%1713.01%9614.29%
30 Sep, 223215.59%137,113,18915.13%73.52%1.65%16625.76%84-3.45%
30 Jun, 22304-5.59%119,094,4774.64%66.72%1.62%132-19.02%878.75%
31 Mar, 22322-1.83%113,815,815-1.68%64.23%1.44%163-0.61%80-1.23%
31 Dec, 213289.70%115,761,1549.33%66.75%1.81%16425.19%813.85%
30 Sep, 21299-1.64%105,879,9542.40%60.76%1.70%131-18.13%7825.81%
30 Jun, 21304-0.65%103,400,9498.75%59.86%1.93%1600.63%62-25.30%
31 Mar, 213066.99%95,081,1463.93%55.69%1.83%159-4.22%8323.88%
31 Dec, 2028625.99%91,485,47310.03%55.12%1.54%16625.76%6742.55%
30 Sep, 2022716.41%83,146,33939.83%59.83%2.68%13215.79%4723.68%
30 Jun, 2019518.90%59,463,86918.09%47.22%2.85%11431.03%38-
31 Mar, 20164-50,354,31710.65%40.69%3.01%8710.13%38-29.63%
31 Dec, 19164-5.20%45,509,731-2.37%36.77%2.29%79-16.84%5450.00%
30 Sep, 191731.17%46,613,0590.93%40.07%2.43%95-20.83%3644.00%
30 Jun, 1917131.54%46,185,65423.96%40.65%3.66%12018.81%2556.25%
31 Mar, 1913068.83%37,259,42973.54%33.31%9.04%10194.23%166.67%
31 Dec, 1877-1.28%21,469,7420.55%19.20%2.78%52-31.58%15-
30 Sep, 1878-21,352,227-26.26%-76---
31 Mar, 101-33-0.00%-1---

Bloom Energy Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 17, 2024SODERBERG SHAWN MARIEofficer See RemarksS-SaleSell2,094$14.53$30.43K168,867
Jun 18, 2024Chitoori Satishofficer Chief Operations OfficerS-SaleSell1,075$13.92$14.96K191,283
May 17, 2024SODERBERG SHAWN MARIEofficer See RemarksS-SaleSell1,160$12.17$14.12K166,843
May 17, 2024ZERVIGON EDDYdirector-S-SaleSell28,150$12.86$362.01K111,161

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 17, 2024SODERBERG SHAWN MARIEofficer See RemarksS-SaleSell2,094$14.53$30.43K168,867
Jul 17, 2024SODERBERG SHAWN MARIEofficer See RemarksM-ExemptSell4,118--8,236
Jun 18, 2024Chitoori Satishofficer Chief Operations OfficerS-SaleSell1,075$13.92$14.96K191,283
Jun 18, 2024Chitoori Satishofficer Chief Operations OfficerSell---192,358
Jun 18, 2024Chitoori Satishofficer Chief Operations OfficerSell32,500$2.97$96.53K-
Jun 18, 2024Chitoori Satishofficer Chief Operations OfficerSell110,000$9.08$998.80K-
May 17, 2024SODERBERG SHAWN MARIEofficer See RemarksS-SaleSell1,160$12.17$14.12K166,843
May 17, 2024ZERVIGON EDDYdirector-S-SaleSell28,150$12.86$362.01K111,161

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Burger Barbara Jdirector-A-AwardBuy28,000--28,000
Aug 05, 2024Burger Barbara J-Buy----
Jul 17, 2024SODERBERG SHAWN MARIEofficer See RemarksM-ExemptBuy4,118--170,961
Jul 17, 2024SODERBERG SHAWN MARIEofficer See RemarksS-SaleSell2,094$14.53$30.43K168,867
Jul 17, 2024SODERBERG SHAWN MARIEofficer See RemarksM-ExemptSell4,118--8,236
Jul 02, 2024Pinkus Gary Sdirector-A-AwardBuy287$12.24$3.51K287
Jul 02, 2024WARNER CYNTHIA Jdirector-A-AwardBuy1,838$12.24$22.50K17,871
Jul 02, 2024IMMELT JEFFREY Rdirector-A-AwardBuy2,042$12.24$24.99K215,068
Jul 02, 2024IMMELT JEFFREY Rdirector-A-AwardBuy2,349$12.24$28.75K213,026
Jun 18, 2024Pinkus Gary Sdirector-A-AwardBuy30,932$14.33$443.26K30,932
Jun 18, 2024Pinkus Gary S-Buy----
Jun 18, 2024Chitoori Satishofficer Chief Operations OfficerS-SaleSell1,075$13.92$14.96K191,283
Jun 18, 2024Chitoori Satishofficer Chief Operations OfficerSell---192,358
Jun 18, 2024Chitoori Satishofficer Chief Operations OfficerSell32,500$2.97$96.53K-
Jun 18, 2024Chitoori Satishofficer Chief Operations OfficerSell110,000$9.08$998.80K-
May 17, 2024SODERBERG SHAWN MARIEofficer See RemarksS-SaleSell1,160$12.17$14.12K166,843
May 17, 2024ZERVIGON EDDYdirector-S-SaleSell28,150$12.86$362.01K111,161
May 17, 2024ZERVIGON EDDYdirector-A-AwardBuy31,104$12.86$400.00K31,104
May 17, 2024WARNER CYNTHIA Jdirector-A-AwardBuy31,104$12.86$400.00K31,104
May 17, 2024BUSH MARY Kdirector-A-AwardBuy15,552--159,647

The last insider sell of Bloom Energy's stock was made by SODERBERG SHAWN MARIE on Jul 17 2024, selling 2,094 shares at $14.53 per share (valued at $30.43K).

Bloom Energy Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202810--
Q1 2027-1-
Q3 202422100.00%
Q2 20241611145.45%
Q1 20241111100.00%
Q4 20236785.71%
Q3 2023152075.00%
Q2 2023182090.00%
Q1 2023334082.50%
Q4 2022101758.82%
Q3 202271258.33%
Q2 20221512125.00%
Q1 20222623113.04%
Q4 2021172860.71%
Q3 202181266.67%
Q2 2021233369.70%
Q1 20215345117.78%
Q4 2020153246.88%
Q3 2020385273.08%
Q2 20201811163.64%

10 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Bloom Energy's insiders, as of Q3 2028.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2028---
Q1 2027---
Q3 2024-1-
Q2 2024-5-
Q1 2024-6-
Q4 2023-3-
Q3 2023-7-
Q2 2023-11-
Q1 2023-21-
Q4 2022-8-
Q3 2022-8-
Q2 2022-6-
Q1 2022-11-
Q4 2021-16-
Q3 2021-9-
Q2 20211147.14%
Q1 2021-18-
Q4 2020-19-
Q3 20201224.55%
Q2 20201616.67%

As of Q3 2028, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Bloom Energy's stocks.

Bloom Energy Peer Ownership


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CBATCBAK Energy Technology, Inc.
FREYFREYR Battery
SLDPSolid Power, Inc.

BE Ownership FAQ


Bloom Energy is owned by institutional shareholders (83.93%), insiders (13.30%), and public (2.78%). The largest institutional shareholder of Bloom Energy is AMERIPRISE FINANCIAL INC (18.07% of total shares) and the top mutual fund owner is Columbia Seligman Premium Technology Growth Fund, Inc. (5.20% of total shares).

Bloom Energy's major institutional shareholders are AMERIPRISE FINANCIAL INC, VANGUARD GROUP INC, BLACKROCK INC., MORGAN STANLEY, and STATE STREET CORP. The top five shareholders own together 39.60% of the company's share outstanding.

As of Jun 2024, there are 349 institutional shareholders of Bloom Energy.

AMERIPRISE FINANCIAL INC owns 40.76M shares of Bloom Energy, representing 18.07% of the company's total shares outstanding, valued at $498.96M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 18.99M shares of Bloom Energy (BE), compromising 8.42% of the company, valued at $232.47M.

BLACKROCK INC is the third largest holder of Bloom Energy. The company owns 14.57M of the company's shares outstanding (worth $178.32M).