Walleye Capital
BE icon

Walleye Capital’s Bloom Energy BE Stock Holding History

Walleye Capital’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 		$3.16M Buy
23,300
+700
+3% +$103K 0.01% 1105
2025
Q4 		$1.96M Sell
22,600
-47,500
-68% -$4.99M 0.01% 1888
2025
Q3 		$5.93M Buy
+70,100
New +$3.26M 0.02% 825
2025
Q1 		– Sell
-114,000
Closed -$2.53M – 4268
2024
Q4 		$2.53M Buy
114,000
+32,700
+40% +$573K 0.01% 1565
2024
Q3 		$859K Sell
81,300
-1,600
-2% -$19K ﹤0.01% 2807
2024
Q2 		$1.01M Buy
82,900
+45,900
+124% +$585K ﹤0.01% 2836
2024
Q1 		$416K Sell
37,000
-17,400
-32% -$191K ﹤0.01% 3357
2023
Q4 		$805K Sell
54,400
-119,300
-69% -$1.49M ﹤0.01% 2549
2023
Q3 		$2.3M Buy
173,700
+51,100
+42% +$801K 0.01% 1621
2023
Q2 		$2M Buy
122,600
+99,200
+424% +$1.6M 0.01% 1324
2023
Q1 		$466K Sell
23,400
-17,300
-43% -$379K 0.01% 1777
2022
Q4 		$778K Buy
40,700
+23,100
+131% +$454K 0.01% 1157
2022
Q3 		$352K Buy
+17,600
New +$397K 0.01% 1706

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

Walleye Capital's BE Position: Q1 2026 in Review

Walleye Capital increased its Bloom Energy (BE) stake by 70% in Q1 2026, buying an estimated $12.6M and bringing the position to 207,010 shares worth $28M. The position accounts for 0.12% of the portfolio, ranked #110.

Walleye Capital first reported a position in BE in Q2 2020 and has held it in 17 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Walleye Capital held 207,010 shares of Bloom Energy worth $28M as of Q1 2026.
  • Walleye Capital bought 85,564 Bloom Energy shares in Q1 2026, an estimated $12.6M.
  • Bloom Energy made up 0.12% of Walleye Capital's portfolio in Q1 2026, its #110 holding.
  • Walleye Capital first reported a position in Bloom Energy in Q2 2020 and has held it in 17 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.