Position in BE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$570,339,328
-$194,145,219 QoQ
Shares Held
4,209,457
-52.2% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 98.41974867542298.ToString("F0")%
Shared 0.ToString("F0")%
None 1.580251324577018.ToString("F0")%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Mar 31, 2026CallValue
$64,710,024
CallShares
477,600
PutValue
$259,829,173
PutShares
1,917,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $902,190,519 across 20 Electrical Equipment & Parts names. BE ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
4,209,457 | $570,339,328 | |
| 2 | PLUG |
Plug Power Inc
|
48,958,500 | $110,646,209 | |
| 3 | AYI |
Acuity Inc. (De)
|
204,399 | $57,276,687 | |
| 4 | VRT |
Vertiv Holdings Co
|
147,135 | $36,869,087 | |
| 5 | FPS |
Forgent Power Solutions, Inc.
|
1,208,510 | $35,373,087 | |
| 6 | BLDP |
Ballard Power Systems Inc.
|
8,282,852 | $20,044,501 | |
| 7 | AMPX |
Amprius Technologies, Inc.
|
1,075,386 | $18,131,007 | |
| 8 | FAC |
Factorial Energy Inc.
|
1,248,100 | $12,799,265 |
All Filings in BE
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,710,024 | 477,600 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $570,339,328 | 4,209,457 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $259,829,173 | 1,917,700 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $764,484,547 | 8,798,303 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $71,606,049 | 824,100 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $202,888,150 | 2,335,000 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $999,440,140 | 11,817,904 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $117,104,079 | 1,384,700 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $53,397,498 | 631,400 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $3,236,376 | 135,300 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $142,959,865 | 5,976,583 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $13,531,544 | 565,700 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $6,601,828 | 335,800 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $11,410,664 | 580,400 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $70,791,452 | 3,600,786 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,947,309 | 492,900 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $21,412,661 | 964,100 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,986,695 | 179,500 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $4,569,312 | 432,700 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $707,520 | 67,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $3,877,632 | 316,800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $1,040,400 | 85,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $562,000 | 50,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $9,558,496 | 850,400 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $10,439,920 | 705,400 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $2,788,578 | 210,300 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $1,113,840 | 84,000 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $1,373,400 | 84,000 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $3,986,000 | 200,000 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $1,313,387 | 65,900 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $382,400 | 20,000 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $8,932,366 | 467,174 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $399,800 | 20,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $24,213,447 | 1,211,278 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $330,000 | 20,000 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $1,898,391 | 115,054 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,415,000 | 100,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $3,475,740 | 143,923 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,081,223 | 596,499 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $3,399,150 | 155,000 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $4,620,002 | 246,795 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $468,000 | 25,000 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $2,901,600 | 155,000 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $2,687,000 | 100,000 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $21,274,134 | 791,743 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $18,928,508 | 699,760 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $3,787,000 | 140,000 | Put | Defined | 2021-05-17 | |
| 2020-12-31 | $2,292,800 | 80,000 | Put | Defined | 2021-02-16 | |
| 2020-12-31 | $47,940,327 | 1,672,726 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $50,647,977 | 2,818,474 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||