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 Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,222,862,358

+$2,987,124,055 QoQ

Shares Held

13,950,652

+53.0% QoQ

Ownership

4.90%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

of 1,277 holders

Holding Since

Mar 2020

26 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

$60,630,810

CallShares

200,300

PutValue

$3,072,465,540

PutShares

10,150,200

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

GOLDMAN SACHS GROUP INC holds $6,588,611,991 across 29 Electrical Equipment & Parts names. BE ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp This page	13,950,652	$4,222,862,358
2	VRT	Vertiv Holdings Co	3,228,483	$1,080,960,673
3	HUBB	Hubbell Inc	518,935	$271,506,790
4	NVT	nVent Electric plc	1,404,901	$238,285,256
5	AYI	Acuity Inc. (De)	382,232	$143,971,504
6	AEIS	Advanced Energy Industries Inc	363,080	$135,381,638
7	FPS	Forgent Power Solutions, Inc.	1,623,779	$90,704,294
8	POWL	Powell Industries Inc	308,450	$88,327,740

All Filings in BE

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,072,465,540	10,150,200	+204.6%	Put	Defined	2026-08-14
2026-06-30	$60,630,810	200,300	-96.0%	Call	Defined	2026-08-14
2026-06-30	$4,222,862,358	13,950,652	+53.0%	Shares	Defined	2026-08-14
2026-03-31	$683,845,128	5,047,200	+20500.8%	Call	Defined	2026-05-15
2026-03-31	$451,479,778	3,332,200	+1566.1%	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	-32.4%	Shares	Defined	2025-11-14
2025-09-30	$2,071,965	24,500	-75.5%	Call	Defined	2025-11-14
2025-09-30	$16,914,000	200,000	+478.0%	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	-34.8%	Shares	Defined	2025-02-11
2024-12-31	$768,466	34,600	-92.1%	Put	Defined	2025-02-11
2024-09-30	$27,468,871	2,601,219	+41.2%	Shares	Defined	2024-11-14
2024-09-30	$4,597,824	435,400	+8.6%	Put	Defined	2024-11-14
2024-06-30	$22,554,830	1,842,715	+13.4%	Shares	Defined	2024-08-13
2024-06-30	$4,908,240	401,000	+1407.5%	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	+14.3%	Shares	Defined	2024-05-15
2023-06-30	$29,097,587	1,779,669	-19.6%	Shares	Defined	2024-05-14
2023-06-30	$1,635,000	100,000	—	Call	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	+240.5%	Shares	Defined	2021-02-12
2020-09-30	$478,002	26,600	—	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.