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David Shaw’s Bloom Energy BE Stock Holding History

David Shaw’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
Q2 		$129M Sell
425,000
-52,600
-11% -$13.5M 0.06% 358
2026
Q1 		$64.7M Sell
477,600
-346,500
-42% -$50.9M 0.04% 552
2025
Q4 		$71.6M Buy
824,100
+192,700
+31% +$20.2M 0.04% 542
2025
Q3 		$53.4M Buy
631,400
+65,700
+12% +$3.05M 0.03% 626
2025
Q2 		$13.5M Sell
565,700
-14,700
-3% -$285K 0.01% 1272
2025
Q1 		$11.4M Buy
580,400
+87,500
+18% +$2.09M 0.01% 1300
2024
Q4 		$10.9M Buy
492,900
+60,200
+14% +$1.06M 0.01% 1434
2024
Q3 		$4.57M Buy
432,700
+115,900
+37% +$1.37M ﹤0.01% 2023
2024
Q2 		$3.88M Sell
316,800
-533,600
-63% -$6.8M ﹤0.01% 2061
2024
Q1 		$9.56M Buy
850,400
+145,000
+21% +$1.59M 0.01% 1394
2023
Q4 		$10.4M Buy
705,400
+495,100
+235% +$6.19M 0.01% 1330
2023
Q3 		$2.79M Buy
+210,300
New +$3.3M ﹤0.01% 2306
2023
Q2 		– Sell
-65,900
Closed -$1.31M – 4236
2023
Q1 		$1.31M Buy
+65,900
New +$1.44M ﹤0.01% 2971
2021
Q4 		– Sell
-25,000
Closed -$468K – 5401
2021
Q3 		$468K Buy
+25,000
New +$529K ﹤0.01% 4125

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

David Shaw's BE Position: Q2 2026 in Review

David Shaw reduced its Bloom Energy (BE) stake by 1.2% in Q2 2026, selling an estimated $13.1M and leaving 4,158,295 shares worth $1.26B. The position accounts for 0.6% of the portfolio, ranked #16.

David Shaw first reported a position in BE in Q2 2020 and has held it in 18 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • David Shaw held 4,158,295 shares of Bloom Energy worth $1.26B as of Q2 2026.
  • David Shaw sold 51,162 Bloom Energy shares in Q2 2026, an estimated $13.1M.
  • Bloom Energy made up 0.6% of David Shaw's portfolio in Q2 2026, its #16 holding.
  • David Shaw first reported a position in Bloom Energy in Q2 2020 and has held it in 18 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.