Hudson Bay Capital Management
BE icon

Hudson Bay Capital Management’s Bloom Energy BE Stock Holding History

Hudson Bay Capital Management’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 		$43.5M Buy
+321,266
New +$47.2M 0.15% 116
2019
Q3 		– Sell
-117,570
Closed -$1.44M – 410
2019
Q2 		$1.44M Buy
+117,570
New +$1.44M 0.03% 303
2019
Q1 		– Sell
-99,585
Closed -$994K – 699
2018
Q4 		$994K Buy
+99,585
New +$1.92M 0.01% 634

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

Hudson Bay Capital Management's BE Position: Q1 2026 in Review

Hudson Bay Capital Management opened a new position in Bloom Energy (BE) in Q1 2026: 321,266 shares worth $43.5M. The stake represents 0.15% of the portfolio and ranks #116 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in BE as recently as Q2 2019.

Hudson Bay Capital Management first reported a position in BE in Q4 2018 and has held it in 3 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Hudson Bay Capital Management held 321,266 shares of Bloom Energy worth $43.5M as of Q1 2026.
  • Bloom Energy was a new Hudson Bay Capital Management position in Q1 2026.
  • Bloom Energy made up 0.15% of Hudson Bay Capital Management's portfolio in Q1 2026, its #116 holding.
  • Hudson Bay Capital Management first reported a position in Bloom Energy in Q4 2018 and has held it in 3 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.