MILLENNIUM MANAGEMENT LLC

Position in BE — Bloom Energy Corp

CIK 1273087 NEW YORK, NY

Back to BE Full portfolio

Position in BE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$763,548,944

+$711,092,501 QoQ

Shares Held

2,522,461

+551.5% QoQ

Ownership

0.887%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#18

of 1,277 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BE Over Time

Shares Held

Position Value (USD)

Derivatives in BE

reported options exposure · as of Jun 30, 2026

CallValue

$28,544,610

CallShares

94,300

PutValue

$29,119,740

PutShares

96,200

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, 2026

MILLENNIUM MANAGEMENT LLC holds $1,747,908,328 across 26 Electrical Equipment & Parts names. BE ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp This page	2,522,461	$763,548,944
2	NVT	nVent Electric plc	1,521,199	$258,010,562
3	VRT	Vertiv Holdings Co	755,811	$253,060,639
4	AEIS	Advanced Energy Industries Inc	381,740	$142,339,393
5	POWL	Powell Industries Inc	198,405	$56,815,255
6	ENS	EnerSys	215,657	$50,424,919
7	FPS	Forgent Power Solutions, Inc.	770,318	$43,029,963
8	PLUG	Plug Power Inc	13,703,609	$37,136,780

All Filings in BE

Export CSV

41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,119,740	96,200	+30.2%	Put	Sole	2026-08-14
2026-06-30	$763,548,944	2,522,461	+551.5%	Shares	Sole	2026-08-14
2026-06-30	$28,544,610	94,300	+5447.1%	Call	Sole	2026-08-14
2026-03-31	$52,456,443	387,161	+24.4%	Shares	Sole	2026-05-15
2026-03-31	$230,333	1,700	-82.7%	Call	Sole	2026-05-15
2026-03-31	$10,012,711	73,900	-16.2%	Put	Sole	2026-05-15
2025-12-31	$851,522	9,800	-37.6%	Call	Sole	2026-02-17
2025-12-31	$7,663,698	88,200	-68.4%	Put	Sole	2026-02-17
2025-12-31	$27,033,825	311,127	+86.5%	Shares	Sole	2026-02-17
2025-09-30	$14,104,922	166,784	-31.6%	Shares	Sole	2025-11-14
2025-09-30	$23,578,116	278,800	+428.0%	Put	Sole	2025-11-14
2025-09-30	$1,327,749	15,700	-73.3%	Call	Sole	2025-11-14
2025-06-30	$1,262,976	52,800	-48.8%	Put	Sole	2025-08-14
2025-06-30	$5,836,264	243,991	-75.4%	Shares	Sole	2025-08-14
2025-06-30	$1,404,104	58,700	-37.2%	Call	Sole	2025-08-14
2025-03-31	$2,026,946	103,100	+146.7%	Put	Sole	2025-05-15
2025-03-31	$1,836,244	93,400	+374.1%	Call	Sole	2025-05-15
2025-03-31	$19,466,781	990,172	-32.1%	Shares	Sole	2025-05-15
2024-12-31	$437,537	19,700	-80.3%	Call	Sole	2025-02-14
2024-12-31	$928,378	41,800	+20.1%	Put	Sole	2025-02-14
2024-12-31	$32,375,206	1,457,686	+13983.9%	Shares	Sole	2025-02-14
2024-09-30	$109,296	10,350	-99.3%	Shares	Sole	2024-11-14
2024-06-30	$18,309,889	1,495,906	+5961.5%	Shares	Sole	2024-08-14
2023-12-31	$365,249	24,679	-97.9%	Shares	Sole	2024-02-14
2023-12-31	$1,480,000	100,000	-23.3%	Call	Sole	2024-02-14
2023-09-30	$461,448	34,800	—	Put	Sole	2023-11-14
2023-09-30	$1,729,104	130,400	—	Call	Sole	2023-11-14
2023-09-30	$15,381,016	1,159,956	+692.2%	Shares	Sole	2023-11-14
2023-06-30	$2,394,130	146,430	-63.5%	Shares	Sole	2023-08-14
2023-03-31	$7,984,834	400,644	-53.5%	Shares	Sole	2023-05-15
2022-12-31	$16,456,335	860,687	+885.1%	Shares	Sole	2023-02-14
2022-09-30	$1,746,526	87,370	-85.2%	Shares	Sole	2022-11-14
2022-06-30	$9,727,938	589,572	-33.3%	Shares	Sole	2022-08-15
2022-03-31	$21,353,574	884,206	+639.8%	Shares	Sole	2022-05-16
2021-12-31	$2,621,029	119,518	+55.2%	Shares	Sole	2022-02-14
2021-06-30	$2,068,990	77,000	-69.7%	Shares	Sole	2021-08-16
2021-03-31	$6,879,897	254,340	-14.7%	Shares	Sole	2021-05-17
2020-12-31	$8,544,004	298,116	-51.0%	Shares	Sole	2021-02-16
2020-09-30	$10,930,306	608,253	+1.7%	Shares	Sole	2020-11-16
2020-06-30	$6,506,446	598,019	-43.0%	Shares	Sole	2020-08-14
2020-03-31	$5,489,083	1,049,538	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.