§ ELECTRICAL EQUIPMENT
NEW YORK STOCK EXCHANGE, INC. · USD · Electrical EquipmentBE
Bloom Energy Corp
NEW YORK STOCK EXCHANGE, INC. · USDSector · Electrical EquipmentMarket cap · $38.1BBeta · 3.36
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 284.00HIGH 297.59LOW 283.1052W 15.15 — 180.90
EVENTSJUN 30 · EARNINGS +86.6%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
830 increased/new, 391 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 26.74 | EPS (TTM) | -0.38 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 25.1M | 0.1% | +4% |
| AMERIPRISE FINANCIAL INC | 22.9M | n/a | −20% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12.8M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.8M | n/a | n/a |
| Goldman Sachs | 9.1M | 0.1% | n/a |
| Morgan Stanley | 7.6M | 0.1% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for BE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER49.3% · 826 holders
DEALER / BANK19.7% · 58 holders
QUALITY / COMPOUNDER17.3% · 41 holders
PASSIVE / INDEX13.1% · 12 holders
SYSTEMATIC / QUANT4.6% · 14 holders
TACTICAL / MACRO3.5% · 8 holders
ACTIVIST2.4% · 1 holder
INCOME / DEFENSIVE1.1% · 30 holders
DEEP VALUE0.8% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BE in the last 180 days.