Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,258,715,895
+$688,376,567 QoQ
Shares Held
4,158,295
-1.2% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#13
of 1,277 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Jun 30, 2026CallValue
$128,647,500
CallShares
425,000
PutValue
$614,602,080
PutShares
2,030,400
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 Jun 30, 2026D. E. Shaw & Co., Inc. holds $1,808,225,618 across 25 Electrical Equipment & Parts names. BE ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
4,158,295 | $1,258,715,895 | |
| 2 | AEIS |
Advanced Energy Industries Inc
|
585,573 | $218,342,603 | |
| 3 | AYI |
Acuity Inc. (De)
|
197,579 | $74,420,105 | |
| 4 | PLUG |
Plug Power Inc
|
21,943,120 | $59,465,855 | |
| 5 | BLDP |
Ballard Power Systems Inc.
|
9,804,394 | $38,139,092 | |
| 6 | HAYW |
Hayward Holdings, Inc.
|
1,456,848 | $25,218,038 | |
| 7 | VRT |
Vertiv Holdings Co
|
54,056 | $18,099,029 | |
| 8 | HUBB |
Hubbell Inc
|
34,258 | $17,923,785 |
All Filings in BE
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,602,080 | 2,030,400 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $128,647,500 | 425,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $1,258,715,895 | 4,158,295 | Shares | Defined | 2026-08-14 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||