GOLDMAN SACHS GROUP INC

Position in BE — Bloom Energy Corp

CIK 886982 NEW YORK, NY

Back to BE Full portfolio

Position in BE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,235,738,303

+$1,059,677,876 QoQ

Shares Held

9,120,513

+350.1% QoQ

Ownership

3.21%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.86036969630985.ToString("F0")% Shared 0.06163030522515565.ToString("F0")% None 0.07799999846499862.ToString("F0")%

Common Shares in BE Over Time

Shares Held

Position Value (USD)

Derivatives in BE

reported options exposure · as of Mar 31, 2026

CallValue

$683,845,128

CallShares

5,047,200

PutValue

$451,479,778

PutShares

3,332,200

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 Mar 31, 2026

GOLDMAN SACHS GROUP INC holds $2,741,116,220 across 30 Electrical Equipment & Parts names. BE ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp This page	9,120,513	$1,235,738,303
2	VRT	Vertiv Holdings Co	2,569,810	$643,942,987
3	HUBB	Hubbell Inc	476,036	$233,609,904
4	AEIS	Advanced Energy Industries Inc	469,942	$151,654,979
5	NVT	nVent Electric plc	1,147,435	$135,718,609
6	ENS	EnerSys	338,854	$58,865,716
7	AYI	Acuity Inc. (De)	201,765	$56,538,587
8	AMPX	Amprius Technologies, Inc.	2,226,181	$37,533,410

All Filings in BE

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$683,845,128	5,047,200	+51.5%	Call	Defined	2026-05-15
2026-03-31	$451,479,778	3,332,200	-63.5%	Put	Defined	2026-05-15
2026-03-31	$1,235,738,303	9,120,513	+350.1%	Shares	Defined	2026-05-15
2025-12-31	$176,060,427	2,026,245	+42.8%	Shares	Defined	2026-03-25
2025-09-30	$119,979,881	1,418,705	+5690.6%	Shares	Defined	2025-11-14
2025-09-30	$2,071,965	24,500	-87.8%	Call	Defined	2025-11-14
2025-09-30	$16,914,000	200,000	-90.5%	Put	Defined	2025-11-14
2025-06-30	$50,202,050	2,098,748	-16.0%	Shares	Defined	2025-08-14
2025-03-31	$49,127,194	2,498,840	+47.3%	Shares	Defined	2025-06-27
2024-12-31	$37,682,152	1,696,630	+4803.6%	Shares	Defined	2025-02-11
2024-12-31	$768,466	34,600	-98.7%	Put	Defined	2025-02-11
2024-09-30	$27,468,871	2,601,219	+497.4%	Shares	Defined	2024-11-14
2024-09-30	$4,597,824	435,400	-76.4%	Put	Defined	2024-11-14
2024-06-30	$22,554,830	1,842,715	+359.5%	Shares	Defined	2024-08-13
2024-06-30	$4,908,240	401,000	-75.3%	Put	Defined	2024-08-13
2024-03-31	$18,269,236	1,625,377	-12.6%	Shares	Defined	2024-05-15
2023-12-31	$27,519,770	1,859,444	-8.6%	Shares	Defined	2024-05-14
2023-09-30	$26,984,722	2,035,047	+1935.0%	Shares	Defined	2024-05-15
2023-06-30	$1,635,000	100,000	-94.4%	Call	Defined	2024-05-14
2023-06-30	$29,097,587	1,779,669	-19.6%	Shares	Defined	2024-05-14
2023-03-31	$44,100,425	2,212,766	+57.4%	Shares	Defined	2024-05-14
2022-12-31	$26,880,865	1,405,903	+8.6%	Shares	Defined	2024-05-14
2022-09-30	$25,880,352	1,294,665	+18.9%	Shares	Defined	2024-05-14
2022-06-30	$17,972,410	1,089,237	-9.1%	Shares	Defined	2024-05-14
2022-03-31	$28,937,736	1,198,250	+64.5%	Shares	Defined	2022-05-16
2021-12-31	$15,977,561	728,571	-10.0%	Shares	Defined	2022-02-17
2021-09-30	$15,159,792	809,818	+43.4%	Shares	Defined	2022-01-20
2021-06-30	$15,169,270	564,543	+12.6%	Shares	Defined	2021-08-13
2021-03-31	$13,562,490	501,386	+23.2%	Shares	Defined	2021-05-17
2020-12-31	$11,659,317	406,815	+1429.4%	Shares	Defined	2021-02-12
2020-09-30	$478,002	26,600	-77.7%	Put	Defined	2020-11-13
2020-09-30	$2,147,217	119,489	-53.4%	Shares	Defined	2020-11-13
2020-06-30	$2,791,176	256,542	+151.5%	Shares	Defined	2020-08-12
2020-03-31	$533,432	101,995	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.