Bloom Energy Corp. – Investors and Politicians Who Own It
BE, 3 share classes and securities
Investors who own it
11 tracked investors, $5.1B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Leopold AschenbrennerSituational Awareness LP, Q2 2026 | $1.9B | 9.38% |
| $1.7B | 4.21% | |
Frank SandsSands Capital Management, Q2 2026 | $885.9M | 3.29% |
Alex SacerdoteWhale Rock Capital, Q2 2026 | $486.8M | 3.91% |
| $136M | 0.09% | |
Leopold AschenbrennerCallSituational Awareness LP, Q2 2026 | $44.1M | 0.22% |
Glen KacherLight Street Capital, Q2 2026 | $25.5M | 2.82% |
Polen CapitalQ2 2026 | $12.4M | 0.11% |
Value Aligned Research AdvisorsCallQ2 2026 | $10.8M | 0.03% |
Ray DalioBridgewater Associates, Q2 2026 | $8.5M | 0.03% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $2.2M | 0.03% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Nancy Pelosi+ call optionsD-CA · House | $6M | 3.79% |
Gilbert Ray Cisneros, Jr.D-CA · House | $42.2K | 0.10% |
Laura FriedmanD-CA · House | $26.8K | 2.73% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Value Aligned Research Advisors | Added +32% | 4,584,731 |
| Frank Sands | New | 1,779,038 |
| Alex Sacerdote | Added +23% | 1,653,788 |
| Stanley Druckenmiller | Reduced −82% | 136,320 |
| National Pension Service (Korea) | Added +37% | 482,644 |
| Brad Gerstner | Sold out | 0 |
| Gaurav Kapadia | New | 90,257 |
| Glen Kacher | New | 50,625 |
| Leopold Aschenbrenner | Reduced −36% | 6,485,408 |
| Polen Capital | Reduced −11% | 67,231 |
| Rob Citrone | Sold out | 0 |
| Polen CapitalPut | Sold out | 0 |
| Ray Dalio | Reduced −29% | 45,683 |
| Barry Ritholtz | Added +20% | 6,896 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Nancy PelosiOptionSpouseD-CA · House | Bought$500K–$1M | Jul 28, 2026disclosed Aug 21, 2026 |
Nancy PelosiSpouseD-CA · House | Bought$500K–$1M | Jul 28, 2026disclosed Aug 21, 2026 |
Nancy PelosiOptionSpouseD-CA · House | Bought$1M–$5M | Jul 24, 2026disclosed Aug 21, 2026 |
Nancy PelosiSpouseD-CA · House | Bought$1M–$5M | Jul 24, 2026disclosed Aug 21, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jan 30, 2026disclosed Feb 13, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Dec 24, 2025disclosed Jan 12, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Nov 18, 2025disclosed Dec 15, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Oct 17, 2025disclosed Nov 18, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Sep 26, 2025disclosed Oct 10, 2025 |
Austin ScottSpouseR-GA · House | Sold$1K–$15K | Jul 15, 2024disclosed Aug 13, 2025 |
Austin ScottR-GA · House | Sold$1K–$15K | Oct 21, 2021disclosed Oct 21, 2021 |
Austin ScottR-GA · House | Bought$1K–$15K | Sep 14, 2021disclosed Oct 15, 2021 |
Austin ScottR-GA · House | Sold$1K–$15K | Mar 17, 2021disclosed Apr 1, 2021 |
Austin ScottR-GA · House | Sold part$1K–$15K | Mar 15, 2021disclosed Apr 1, 2021 |
Austin ScottR-GA · House | Bought$1K–$15K | Mar 5, 2021disclosed Apr 1, 2021 |
Austin ScottR-GA · House | Sold$1K–$15K | Nov 9, 2020disclosed Dec 30, 2020 |
Austin ScottR-GA · House | Bought$1K–$15K | Oct 30, 2020disclosed Dec 30, 2020 |
Austin ScottR-GA · House | Sold$1K–$15K | Oct 9, 2020disclosed Dec 30, 2020 |
Austin ScottR-GA · House | Bought$1K–$15K | Aug 10, 2020disclosed Sep 20, 2020 |