블룸에너지(주)
MX ˙ BMV ˙ US0937121079
SecurityMX:BE / Bloom Energy Corporation
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership5,947,076 shares
Latest Disclosed Value $ 810,646,126
Geode Capital Management, Llc reports 12.69% increase in ownership of BE / Bloom Energy Corporation

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 5,947,076 shares of Bloom Energy Corporation (MX:BE) valued at $810,646,126 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,277,461 shares of Bloom Energy Corporation. This represents a change in shares of 12.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 5,947,076 669,615 12.69 810,646 75.74 0.0269
2026-02-09 2025-12-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 5,277,461 269,662 5.38 461,272 8.90 0.0285
2025-11-12 2025-09-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 5,007,799 251,283 5.28 423,569 272.24 0.0270
2025-08-08 2025-06-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 4,756,516 95,990 2.06 113,790 24.16 0.0080
2025-05-13 2025-03-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 4,660,526 120,408 2.65 91,647 -9.13 0.0072
2025-02-12 2024-12-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 4,540,118 -62,316 -1.35 100,859 107.48 0.0078
2024-11-12 2024-09-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 4,602,434 -103,905 -2.21 48,611 -15.63 0.0039
2024-08-09 2024-06-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 4,706,339 205,638 4.57 57,617 13.88 0.0051
2024-05-13 2024-03-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 4,500,701 174,140 4.02 50,595 -20.99 0.0047
2024-02-13 2023-12-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 4,326,561 217,463 5.29 64,041 17.52 0.0067
2023-11-13 2023-09-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 4,109,098 390,553 10.50 54,494 -10.37 0.0065
2023-08-11 2023-06-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 3,718,545 278,969 8.11 60,798 -11.31 0.0071
2023-05-15 2023-03-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 3,439,576 177,700 5.45 68,551 110,464.52 0.0089
2023-02-13 2022-12-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 3,261,876 167,554 5.41 62 -99.90 0.0088
2022-11-14 2022-09-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 3,094,322 220,893 7.69 61,855 30.47 0.0094
2022-08-12 2022-06-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 2,873,429 335,459 13.22 47,411 -22.65 0.0069
2022-05-13 2022-03-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 2,537,970 111,814 4.61 61,291 15.20 0.0077
2022-02-11 2021-12-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 2,426,156 77,018 3.28 53,205 20.99 0.0064
2021-11-12 2021-09-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 2,349,138 229,015 10.80 43,975 -22.81 0.0059
2021-08-13 2021-06-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 2,120,123 452,646 27.15 56,967 26.30 0.0078
2021-05-12 2021-03-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 1,667,477 150,537 9.92 45,105 3.75 0.0069
2021-02-12 2020-12-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 1,516,940 332,489 28.07 43,475 104.26 0.0073
2020-11-13 2020-09-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 1,184,451 468,822 65.51 21,284 173.36 0.0042
2020-08-13 2020-06-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 715,629 186,482 35.24 7,786 181.39 0.0017
2020-05-14 2020-03-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 529,147 66,779 14.44 2,767 -19.87 0.0007
2020-02-20 2019-12-31 13F/A-1 BLOOM ENERGY CORP- A COM CL A 093712107 462,368 26,288 6.03 3,453 143.68 0.0007
2020-02-13 2019-12-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 462,368 26,288 3,453 440.0546
2019-11-12 2019-09-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 436,080 15,900 3.78 1,417 -72.51 0.0003
2019-08-14 2019-06-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 420,180 259,316 161.20 5,155 148.08 0.0012
2019-05-14 2019-03-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 160,864 14,858 10.18 2,078 42.62 0.0005
2019-03-06 2018-12-31 13F/A-1 BLOOM ENERGY CORP- A COM CL A 093712107 146,006 -4,310 -2.87 1,457 -71.55 0.0005
2019-02-13 2018-12-31 13F BLOOM ENERGY CORP- A COM CL A 093712107 146,006 -4,310 1,457
2018-11-13 2018-09-30 13F BLOOM ENERGY CORP- A COM CL A 093712107 150,316 150,316 5,122 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.