Position in ENR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,881,831
+$15,781,944 QoQ
Shares Held
973,966
+213.6% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#17
of 284 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ENR Over Time
Shares Held
Position Value (USD)
Derivatives in ENR
reported options exposure · as of Dec 31, 2021CallValue
$2,807,000
CallShares
70,000
PutValue
$0
PutShares
0
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, 2026TWO SIGMA INVESTMENTS, LP holds $1,232,120,921 across 28 Electrical Equipment & Parts names. ENR ranks #12 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
2,016,532 | $610,404,236 | |
| 2 | TE |
T1 Energy Inc.
|
9,240,988 | $87,604,566 | |
| 3 | EOSE |
Eos Energy Enterprises, Inc.
|
12,783,883 | $75,169,232 | |
| 4 | FCEL |
Fuelcell Energy Inc
|
2,061,353 | $74,229,321 | |
| 5 | FPS |
Forgent Power Solutions, Inc.
|
1,257,128 | $70,223,170 | |
| 6 | PLUG |
Plug Power Inc
|
22,610,124 | $61,273,436 | |
| 7 | AMPX |
Amprius Technologies, Inc.
|
4,318,630 | $59,856,211 | |
| 8 | BLDP |
Ballard Power Systems Inc.
|
10,830,028 | $42,128,808 |
All Filings in ENR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,881,831 | 973,966 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,099,887 | 310,590 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,770,307 | 290,111 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,124,391 | 125,528 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $8,626,324 | 288,313 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,025,240 | 316,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,513,766 | 331,038 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $557,652 | 18,942 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $912,384 | 28,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,451,412 | 45,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,018,426 | 60,108 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,061,820 | 30,600 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $5,193,190 | 129,506 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $2,807,000 | 70,000 | Call | Sole | 2022-02-14 | |
| 2021-03-31 | $6,217,402 | 131,003 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,254,285 | 171,984 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $277,894 | 7,100 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,445,263 | 30,433 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||