Position in FCEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,229,321
+$65,862,981 QoQ
Shares Held
2,061,353
+60.9% QoQ
Ownership
3.05%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#5
of 220 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FCEL Over Time
Shares Held
Position Value (USD)
Derivatives in FCEL
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$115,959
PutShares
743
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. FCEL ranks #4 (6.0% 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
This page
|
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 FCEL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,229,321 | 2,061,353 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,366,340 | 1,281,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,346,140 | 1,004,944 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,348,452 | 685,699 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $416,879 | 46,115 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,567,016 | 6,755,306 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,803,724 | 5,943,320 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,566,751 | 1,316,598 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,607,223 | 2,254,515 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,960,401 | 4,656,564 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,398,237 | 2,499,184 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,426,051 | 2,254,755 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $3,795,043 | 1,112,916 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,349,412 | 3,826,510 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,537,213 | 1,308,544 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $115,959 | 22,300 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $3,360,366 | 502,297 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $165,911 | 24,800 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $234,149 | 35,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $2,185,839 | 245,600 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $1,949,989 | 219,100 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $32,637,425 | 2,264,915 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $415,892 | 37,233 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $514,748 | 227,765 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||