MORGAN STANLEY

Position in BE — Bloom Energy Corp

CIK 895421 NEW YORK, NY

Back to BE Full portfolio

Position in BE

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

Position Value

$1,035,717,259

+$223,104,782 QoQ

Shares Held

7,644,234

-18.3% QoQ

Ownership

2.69%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 20.556330431538335.ToString("F0")% Shared 0.ToString("F0")% None 79.44366956846166.ToString("F0")%

Common Shares in BE Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Mar 31, 2026

MORGAN STANLEY holds $3,975,357,156 across 42 Electrical Equipment & Parts names. BE ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	6,655,117	$1,667,639,210
2	BE	Bloom Energy Corp This page	7,644,234	$1,035,717,259
3	HUBB	Hubbell Inc	928,504	$455,654,044
4	NVT	nVent Electric plc	1,393,996	$164,881,842
5	POWL	Powell Industries Inc	271,996	$147,171,590
6	AEIS	Advanced Energy Industries Inc	316,505	$102,139,324
7	AYI	Acuity Inc. (De)	264,209	$74,036,642
8	HAYW	Hayward Holdings, Inc.	4,554,775	$60,942,882

All Filings in BE

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,035,717,259	7,644,234	-18.3%	Shares	Defined	2026-05-15
2025-12-31	$812,612,477	9,352,198	+6.3%	Shares	Defined	2026-05-27
2025-09-30	$743,969,810	8,797,089	-22.0%	Shares	Defined	2026-05-27
2025-06-30	$269,605,400	11,271,129	+16.7%	Shares	Defined	2025-08-15
2025-03-31	$189,887,521	9,658,572	+13.2%	Shares	Defined	2025-05-15
2024-12-31	$189,467,418	8,530,726	-4.4%	Shares	Defined	2025-05-15
2024-09-30	$94,202,005	8,920,645	-8.6%	Shares	Defined	2025-05-14
2024-06-30	$119,480,315	9,761,464	+59.0%	Shares	Defined	2025-05-14
2024-03-31	$69,021,631	6,140,715	-0.8%	Shares	Defined	2024-10-17
2023-12-31	$91,587,545	6,188,348	+23.2%	Shares	Defined	2024-08-16
2023-09-30	$66,583,241	5,021,361	+18.7%	Shares	Defined	2023-11-15
2023-06-30	$69,153,300	4,229,560	+41.0%	Shares	Defined	2023-08-14
2023-03-31	$59,767,235	2,998,858	+25.2%	Shares	Defined	2023-05-15
2022-12-31	$45,794,115	2,395,090	-3.0%	Shares	Defined	2023-02-14
2022-09-30	$49,380,013	2,470,236	-6.2%	Shares	Defined	2022-11-14
2022-06-30	$43,442,005	2,632,849	-19.6%	Shares	Defined	2022-10-27
2022-03-31	$79,091,440	3,275,008	-26.0%	Shares	Defined	2022-10-27
2021-12-31	$96,999,304	4,423,133	-14.5%	Shares	Defined	2022-02-14
2021-09-30	$96,899,285	5,176,244	+7.5%	Shares	Defined	2021-11-15
2021-06-30	$129,340,462	4,813,564	+5.4%	Shares	Defined	2021-08-23
2021-03-31	$123,555,659	4,567,677	-2.2%	Shares	Defined	2021-05-17
2020-12-31	$133,917,030	4,672,611	+24.1%	Shares	Defined	2021-02-16
2020-09-30	$67,667,956	3,765,607	+16.3%	Shares	Defined	2020-11-13
2020-06-30	$35,241,168	3,239,078	+17.0%	Shares	Defined	2020-08-14
2020-03-31	$14,478,787	2,768,411	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.