Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$610,404,236
+$129,707,666 QoQ
Shares Held
2,016,532
-43.2% QoQ
Ownership
0.709%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#21
of 1,277 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Jun 30, 2026CallValue
$2,391,330
CallShares
7,900
PutValue
$5,448,600
PutShares
18,000
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, 2026TWO SIGMA INVESTMENTS, LP holds $1,232,120,921 across 28 Electrical Equipment & Parts names. BE ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
2,016,532 | $610,404,236 | |
| 2 | TE |
T1 Energy Inc.
|
9,240,988 | $87,604,566 | |
| 3 | EOSE |
Eos Energy Enterprises, Inc.
|
12,783,883 | $75,169,232 | |
| 4 | FCEL |
Fuelcell Energy Inc
|
2,061,353 | $74,229,321 | |
| 5 | FPS |
Forgent Power Solutions, Inc.
|
1,257,128 | $70,223,170 | |
| 6 | PLUG |
Plug Power Inc
|
22,610,124 | $61,273,436 | |
| 7 | AMPX |
Amprius Technologies, Inc.
|
4,318,630 | $59,856,211 | |
| 8 | BLDP |
Ballard Power Systems Inc.
|
10,830,028 | $42,128,808 |
All Filings in BE
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,404,236 | 2,016,532 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $2,391,330 | 7,900 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $5,448,600 | 18,000 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $480,696,570 | 3,547,838 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $3,197,564 | 23,600 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $4,796,346 | 35,400 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $347,560 | 4,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $168,390,821 | 1,937,977 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $669,053 | 7,700 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $397,479 | 4,700 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $144,903,252 | 1,713,412 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $108,548,242 | 4,537,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,013,005 | 4,832,808 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $79,922,884 | 3,598,509 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $1,126,047 | 50,700 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $23,446,969 | 2,220,357 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $535,392 | 50,700 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $37,757,817 | 3,084,789 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $619,344 | 50,600 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $27,616,859 | 2,457,016 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $562,000 | 50,000 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $15,125,866 | 1,022,018 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $13,715,160 | 926,700 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $11,488,464 | 866,400 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $37,516,464 | 2,829,296 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,853,695 | 235,700 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $41,897,610 | 2,562,545 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $41,945,375 | 2,104,635 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,952,818 | 1,566,570 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $43,368,504 | 2,169,510 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,704,938 | 527,572 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $39,169,730 | 1,621,935 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $317,985 | 14,500 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $809,217 | 36,900 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $48,851,684 | 2,227,619 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,323,504 | 70,700 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $19,133,431 | 1,022,085 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $1,727,856 | 92,300 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $4,559,839 | 169,700 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $3,987,508 | 148,400 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $2,596,800 | 96,000 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $2,158,590 | 79,800 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $22,003,768 | 813,448 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,402,176 | 153,600 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $2,390,244 | 83,400 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $1,235,246 | 43,100 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $693,642 | 38,600 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $982,959 | 54,700 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $535,948 | 49,260 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||