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 Q2	$128M	Buy	421,220 +99,954	+31%	+$25.6M	0.35%	65
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Hudson Bay Capital Management's BE Position: Q2 2026 in Review

Hudson Bay Capital Management increased its Bloom Energy (BE) stake by 31% in Q2 2026, buying an estimated $25.6M and bringing the position to 421,220 shares worth $128M. The position accounts for 0.35% of the portfolio, ranked #65.

Hudson Bay Capital Management first reported a position in BE in Q4 2018 and has held it in 4 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Hudson Bay Capital Management held 421,220 shares of Bloom Energy worth $128M as of Q2 2026.
Hudson Bay Capital Management bought 99,954 Bloom Energy shares in Q2 2026, an estimated $25.6M.
Bloom Energy made up 0.35% of Hudson Bay Capital Management's portfolio in Q2 2026, its #65 holding.
Hudson Bay Capital Management first reported a position in Bloom Energy in Q4 2018 and has held it in 4 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.