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 		$5.23M Sell
38,600
-25,500
-40% -$3.74M 0.02% 775
2025
Q4 		$5.57M Sell
64,100
-109,800
-63% -$11.5M 0.02% 1075
2025
Q3 		$14.7M Buy
+173,900
New +$8.08M 0.06% 373
2025
Q1 		– Sell
-58,500
Closed -$1.3M – 4269
2024
Q4 		$1.3M Sell
58,500
-17,700
-23% -$310K ﹤0.01% 2154
2024
Q3 		$805K Buy
76,200
+31,200
+69% +$370K ﹤0.01% 2865
2024
Q2 		$551K Buy
45,000
+6,900
+18% +$87.9K ﹤0.01% 3430
2024
Q1 		$428K Sell
38,100
-14,400
-27% -$158K ﹤0.01% 3332
2023
Q4 		$777K Sell
52,500
-12,700
-19% -$159K ﹤0.01% 2590
2023
Q3 		$865K Buy
65,200
+31,200
+92% +$489K ﹤0.01% 2364
2023
Q2 		$556K Buy
34,000
+30,800
+963% +$498K ﹤0.01% 2358
2023
Q1 		$63.8K Sell
3,200
-13,300
-81% -$291K ﹤0.01% 3116
2022
Q4 		$315K Buy
16,500
+11,000
+200% +$216K 0.01% 1749
2022
Q3 		$110K Buy
+5,500
New +$124K ﹤0.01% 2384

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.