Bloom Energy Corporation
MX ˙ BMV ˙ US0937121079
SecurityMX:BE / Bloom Energy Corporation
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership279,293 shares
Latest Disclosed Value $ 37,841,409
Baird Financial Group, Inc. reports 14.11% decrease in ownership of BE / Bloom Energy Corporation

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 279,293 shares of Bloom Energy Corporation (MX:BE) valued at $37,841,409 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 325,180 shares of Bloom Energy Corporation. This represents a change in shares of -14.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BLOOM ENERGY COM CL A 093712107 279,293 -45,887 -14.11 37,841 33.93 0.0318
2026-02-13 2025-12-31 13F BLOOM ENERGY CORP COM CL A COMMON 093712107 325,180 -73,154 -18.36 28,255 -16.13 0.0440
2025-11-13 2025-09-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 398,334 6,864 1.75 33,687 259.79 0.0542
2025-08-13 2025-06-30 13F BLOOM ENERGY CORP COM CL A COMMON 093712107 391,470 -44,470 -10.20 9,364 9.25 0.0164
2025-05-15 2025-03-31 13F BLOOM ENERGY CORP COM CL A COMMON 093712107 435,940 -15,279 -3.39 8,571 -14.48 0.0165
2025-02-14 2024-12-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 451,219 21,588 5.02 10,022 120.92 0.0192
2024-11-14 2024-09-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 429,631 -3,914 -0.90 4,537 -14.51 0.0088
2024-08-14 2024-06-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 433,545 19,864 4.80 5,307 14.13 0.0110
2024-05-14 2024-03-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 413,681 594 0.14 4,650 -23.95 0.0098
2024-02-14 2023-12-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 413,087 -37,400 -8.30 6,114 2.34 0.0139
2023-11-13 2023-09-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 450,487 -35,385 -7.28 5,973 -24.81 0.0163
2023-08-11 2023-06-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 485,872 -17,785 -3.53 7,944 -20.85 0.0210
2023-05-15 2023-03-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 503,657 -99,703 -16.52 10,038 91,145.45 0.0248
2023-02-13 2022-12-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 603,360 10,889 1.84 12 -99.91 0.0304
2022-11-15 2022-09-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 592,471 5,242 0.89 11,843 22.23 0.0349
2022-08-08 2022-06-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 587,229 -15,499 -2.57 9,689 -33.44 0.0269
2022-05-13 2022-03-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 602,728 141,738 30.75 14,556 43.98 0.0360
2022-02-09 2021-12-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 460,990 -20,043 -4.17 10,110 12.27 0.0236
2021-11-12 2021-09-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 481,033 28,466 6.29 9,005 -25.95 0.0230
2021-08-11 2021-06-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 452,567 8,334 1.88 12,160 1.19 0.0316
2021-05-13 2021-03-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 444,233 62,749 16.45 12,017 9.91 0.0337
2021-02-11 2020-12-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 381,484 -40,948 -9.69 10,933 44.03 0.0327
2020-11-12 2020-09-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 422,432 145,617 52.60 7,591 152.03 0.0260
2020-10-22 2020-06-30 13F/A-1 BLOOM ENERGY CORP CL A COMMON 093712107 276,815 44,117 18.96 3,012 147.49 0.0113
2020-08-14 2020-06-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 84,335 -148,363 630 1,248.5169
2020-05-14 2020-03-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 232,698 151,563 186.80 1,217 100.83 0.0056
2020-02-14 2019-12-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 81,135 -144,465 -64.04 606 -17.33 0.0022
2019-11-14 2019-09-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 225,600 71,466 46.37 733 -61.24 0.0029
2019-08-14 2019-06-30 13F BLOOM ENERGY CORP CL A COMMON 093712107 154,134 45,126 41.40 1,891 34.30 0.0074
2019-05-14 2019-03-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 109,008 74,457 215.50 1,408 308.12 0.0082
2019-02-14 2018-12-31 13F BLOOM ENERGY CORP CL A COMMON 093712107 34,551 34,551 345 0.0023
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.