Millennium Management’s Bloom Energy BE Stock Holding History

Millennium 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	$10M	Sell	73,900 -14,300	-16%	-$2.1M	﹤0.01%	2166
2025 Q4	$7.66M	Sell	88,200 -190,600	-68%	-$20M	﹤0.01%	2552
2025 Q3	$23.6M	Buy	278,800 +226,000	+428%	+$10.5M	0.01%	1493
2025 Q2	$1.26M	Sell	52,800 -50,300	-49%	-$974K	﹤0.01%	4242
2025 Q1	$2.03M	Buy	103,100 +61,300	+147%	+$1.46M	﹤0.01%	3766
2024 Q4	$928K	Buy	+41,800	New	+$733K	﹤0.01%	4263
2023 Q4	–	Sell	-34,800	Closed	-$461K	–	6090
2023 Q3	$461K	Buy	+34,800	New	+$546K	﹤0.01%	4713

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management's BE Position: Q1 2026 in Review

Millennium Management increased its Bloom Energy (BE) stake by 24% in Q1 2026, buying an estimated $11.2M and bringing the position to 387,161 shares worth $52.5M. The position accounts for 0.02% of the portfolio, ranked #800.

Millennium Management first reported a position in BE in Q3 2018 and has held it in 29 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Millennium Management held 387,161 shares of Bloom Energy worth $52.5M as of Q1 2026.
Millennium Management bought 76,034 Bloom Energy shares in Q1 2026, an estimated $11.2M.
Bloom Energy made up 0.02% of Millennium Management's portfolio in Q1 2026, its #800 holding.
Millennium Management first reported a position in Bloom Energy in Q3 2018 and has held it in 29 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.