Clearbridge Investments, LLC

Position in BE — Bloom Energy Corp

CIK 1348883 NEW YORK, NY

Back to BE Full portfolio

Position in BE

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$186,603,331

+$34,035,266 QoQ

Shares Held

1,377,248

-21.6% QoQ

Ownership

0.484%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.99339262064639.ToString("F0")% Shared 0.ToString("F0")% None 0.006607379353609517.ToString("F0")%

Common Shares in BE Over Time

Shares Held

Position Value (USD)

Derivatives in BE

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$15,087,288

PutShares

178,400

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 Mar 31, 2026

Clearbridge Investments, LLC holds $844,087,019 across 4 Electrical Equipment & Parts names. BE ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	2,614,702	$655,192,027
2	BE	Bloom Energy Corp This page	1,377,248	$186,603,331
3	HUBB	Hubbell Inc	4,245	$2,083,191
4	AEIS	Advanced Energy Industries Inc	646	$208,470

All Filings in BE

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$186,603,331	1,377,248	-21.6%	Shares	Sole	2026-05-13
2025-12-31	$152,568,065	1,755,876	-28.9%	Shares	Sole	2026-02-11
2025-09-30	$208,773,392	2,468,646	+1283.8%	Shares	Sole	2025-11-13
2025-09-30	$15,087,288	178,400	-94.0%	Put	Sole	2025-11-13
2025-06-30	$70,586,963	2,950,960	-10.3%	Shares	Sole	2025-08-12
2025-03-31	$64,646,759	3,288,238	-5.8%	Shares	Sole	2025-05-13
2024-12-31	$77,489,690	3,488,955	-4.6%	Shares	Sole	2025-02-12
2024-09-30	$38,605,216	3,655,797	+0.6%	Shares	Sole	2024-11-12
2024-06-30	$44,494,223	3,635,149	-14.8%	Shares	Sole	2024-08-27
2024-03-31	$47,969,240	4,267,726	-15.7%	Shares	Sole	2024-05-13
2023-12-31	$74,904,013	5,061,082	-17.2%	Shares	Sole	2024-02-09
2023-09-30	$81,066,150	6,113,586	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$100,328,096	6,136,275	-0.0%	Shares	Sole	2023-08-11
2023-03-31	$122,325,018	6,137,733	+2.2%	Shares	Sole	2023-05-12
2022-12-31	$114,810,093	6,004,712	+8.5%	Shares	Sole	2023-02-10
2022-09-30	$110,643,370	5,534,936	+42.7%	Shares	Sole	2022-11-14
2022-06-30	$63,989,145	3,878,130	+1.0%	Shares	Sole	2022-08-11
2022-03-31	$92,753,194	3,840,712	+21.7%	Shares	Sole	2022-05-13
2021-12-31	$69,200,093	3,155,499	+36.8%	Shares	Sole	2022-02-11
2021-09-30	$43,185,860	2,306,937	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$62,145,150	2,312,808	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$62,420,282	2,307,589	+9.3%	Shares	Sole	2021-05-13
2020-12-31	$60,494,152	2,110,752	+52.4%	Shares	Sole	2021-02-10
2020-09-30	$24,884,460	1,384,778	+0.0%	Shares	Sole	2020-11-12
2020-06-30	$15,059,182	1,384,116	+0.1%	Shares	Defined	2020-08-14
2020-03-31	$7,230,584	1,382,521	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.