D.E. Shaw & Co
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D.E. Shaw & Co’s Bloom Energy BE Stock Holding History

D.E. Shaw & Co’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$570M Sell
4,209,457
-4,588,846
-52% -$673M 0.34% 44
2025
Q4 		$764M Sell
8,798,303
-3,019,601
-26% -$317M 0.42% 26
2025
Q3 		$999M Buy
11,817,904
+5,841,321
+98% +$271M 0.56% 13
2025
Q2 		$143M Buy
5,976,583
+2,375,797
+66% +$46M 0.1% 239
2025
Q1 		$70.8M Buy
3,600,786
+2,636,686
+273% +$62.9M 0.06% 371
2024
Q4 		$21.4M Buy
+964,100
New +$16.9M 0.02% 998
2023
Q1 		– Sell
-467,174
Closed -$10.2M – 4436
2022
Q4 		$8.93M Sell
467,174
-744,104
-61% -$14.6M 0.01% 1547
2022
Q3 		$24.2M Buy
1,211,278
+1,096,224
+953% +$24.7M 0.03% 741
2022
Q2 		$1.9M Sell
115,054
-28,869
-20% -$529K ﹤0.01% 3120
2022
Q1 		$3.48M Sell
143,923
-452,576
-76% -$8.84M ﹤0.01% 2736
2021
Q4 		$13.1M Buy
596,499
+349,704
+142% +$8.85M 0.01% 1425
2021
Q3 		$4.62M Sell
246,795
-544,948
-69% -$11.5M ﹤0.01% 2175
2021
Q2 		$21.3M Buy
791,743
+91,983
+13% +$2.23M 0.02% 980
2021
Q1 		$18.9M Sell
699,760
-972,966
-58% -$31.7M 0.02% 964
2020
Q4 		$47.9M Sell
1,672,726
-1,145,748
-41% -$24.5M 0.04% 510
2020
Q3 		$50.6M Buy
2,818,474
+1,823,886
+183% +$27.2M 0.05% 417
2020
Q2 		$10.8M Buy
+994,588
New +$7.77M 0.01% 1149

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co's BE Position: Q1 2026 in Review

D.E. Shaw & Co reduced its Bloom Energy (BE) stake by 52% in Q1 2026, selling an estimated $673M and leaving 4,209,457 shares worth $570M. The position accounts for 0.34% of the portfolio, ranked #44.

D.E. Shaw & Co first reported a position in BE in Q2 2020 and has held it in 17 quarters since. The position peaked at $999M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • D.E. Shaw & Co held 4,209,457 shares of Bloom Energy worth $570M as of Q1 2026.
  • D.E. Shaw & Co sold 4,588,846 Bloom Energy shares in Q1 2026, an estimated $673M.
  • Bloom Energy made up 0.34% of D.E. Shaw & Co's portfolio in Q1 2026, its #44 holding.
  • D.E. Shaw & Co first reported a position in Bloom Energy in Q2 2020 and has held it in 17 quarters since.
  • D.E. Shaw & Co's Bloom Energy position peaked at $999M in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.