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Bloom Energy · 13F 机构持仓分析
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Bloom Energy

BLOOM ENERGY CORPBE
持有机构数
1291
机构合计市值 (Q2 2026)
$894.01亿
机构合计股数 (Q2 2026)
2.98亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5,562.1万股
803 · 391 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6,072.0万股
479 · 91 清仓 · ≈
⚖️ 净额
-509.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$894.01亿
持有机构数
1291
新买入
391
加仓
412
减仓
388
清仓
91
持股不变
100
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
高盛集团GOLDMAN SACHS GROUP INC
0.64%0.27%#174$73.56亿2,430.1万股$23.71亿1,750.0万股+680.1万股+38.86%加仓
简街集团JANE STREET GROUP, LLC
0.54%0.25%#194$65.02亿2,148.0万股$19.38亿1,430.1万股+717.8万股+50.19%加仓
贝莱德BlackRock, Inc.
0.08%0.06%#543$55.82亿1,844.2万股$33.95亿2,506.1万股-661.8万股-26.41%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
1.11%0.72%#112$55.07亿1,819.7万股$31.01亿2,288.9万股-469.2万股-20.50%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.35%0.17%#241$45.04亿1,487.9万股$15.41亿1,137.3万股+350.7万股+30.83%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.17%0.09%#358$37.99亿1,255.0万股$17.38亿1,283.0万股-28.0万股-2.18%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.08%0.04%#557$36.57亿1,208.2万股$15.98亿1,179.7万股+28.6万股+2.42%加仓
城堡顾问CITADEL ADVISORS LLC
0.34%0.16%#243$30.06亿993.1万股$10.04亿741.4万股+251.8万股+33.96%加仓
摩根大通JPMORGAN CHASE & CO
0.12%0.01%#426$22.24亿808.6万股$2.06亿172.1万股+636.5万股+369.91%加仓
摩根士丹利MORGAN STANLEY
0.12%0.05%#438$22.14亿731.3万股$7.44亿879.7万股-148.4万股-16.87%减仓
D.E.肖D. E. Shaw & Co., Inc.
0.95%0.54%#131$20.02亿661.4万股$8.95亿660.5万股+8,938股+0.14%加仓
情境意识基金Situational Awareness LP
9.6%6.83%#6$19.43亿641.9万股$9.34亿689.4万股-47.5万股-6.89%减仓
道富集团STATE STREET CORP
0.06%0.03%#651$19.12亿631.5万股$8.77亿647.4万股-15.8万股-2.44%减仓
价值一致研究顾问Value Aligned Research Advisors, LLC
4.24%3.01%#27$17.01亿562.1万股$6.24亿460.2万股+101.9万股+22.14%加仓
Graticule Asia Macro Advisors LLC
95.51%94.89%#1$12.74亿420.8万股$6.16亿454.3万股-33.6万股-7.39%减仓
富国银行WELLS FARGO & COMPANY/MN
0.2%0.07%#332$12.26亿405.1万股$3.54亿261.5万股+143.6万股+54.91%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.06%0.05%#629$11.55亿379.3万股$8.11亿594.7万股-215.4万股-36.21%减仓
挪威央行投资管理NORGES BANK
0.1%0.02%#485$9.98亿329.7万股$1.28亿653.0万股-323.3万股-49.51%减仓
Sands资本管理SANDS CAPITAL MANAGEMENT, LLC
3.29%0.95%#38$8.86亿292.7万股$2.41亿177.9万股+114.8万股+64.50%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.28%0.03%#272$8.21亿271.3万股$6,269.9万46.3万股+225.0万股+486.26%加仓
詹尼森联营JENNISON ASSOCIATES LLC
0.46%0.25%#208$7.73亿255.5万股$3.64亿268.7万股-13.3万股-4.93%减仓
资本世界投资者Capital World Investors
0.08%0.03%#538$7.09亿234.4万股$2.49亿183.9万股+50.5万股+27.46%加仓
富兰克林资源FRANKLIN RESOURCES INC
0.13%0.08%#413$6.37亿210.4万股$3.73亿275.6万股-65.2万股-23.67%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.45%0.39%#213$6.18亿204.2万股$4.89亿360.7万股-156.4万股-43.37%减仓
HRT金融HRT FINANCIAL LP
1.09%<0.01%#114$6.00亿198.4万股$121.9万9,000股+197.5万股+21,939.10%加仓
瑞银集团UBS Group AG
0.08%0.04%#570$6.00亿198.3万股$2.77亿204.1万股-5.8万股-2.86%减仓
富达投资FMR LLC
0.03%0.02%#851$5.98亿197.5万股$3.73亿275.1万股-77.6万股-28.22%减仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.27%0.13%#279$5.62亿150.1万股$2.62亿192.3万股-42.2万股-21.95%减仓
美国银行BANK OF AMERICA CORP /DE/
0.04%0.02%#776$5.50亿181.8万股$3.00亿221.2万股-39.4万股-17.81%减仓
Walleye交易Walleye Trading LLC
0.59%0.43%#184$5.16亿170.5万股$2.56亿189.3万股-18.8万股-9.94%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.11%0.06%#448$5.14亿169.9万股$2.40亿176.9万股-6.9万股-3.92%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.07%0.04%#608$5.01亿165.5万股$2.80亿206.6万股-41.0万股-19.86%减仓
马歇尔·韦斯MARSHALL WACE, LLP
0.39%0.14%#225$4.90亿161.9万股$1.40亿103.2万股+58.7万股+56.93%加仓
鲸岩资本Whale Rock Capital Management LLC
3.91%2.89%#30$4.87亿160.8万股$2.24亿165.4万股-4.5万股-2.75%减仓
北方信托NORTHERN TRUST CORP
0.06%0.04%#652$4.84亿159.9万股$3.02亿223.0万股-63.1万股-28.28%减仓
Fuller & Thaler资产管理FULLER & THALER ASSET MANAGEMENT, INC.
1.22%1.05%#104$4.48亿148.0万股$3.12亿229.9万股-81.9万股-35.63%减仓
Qube研究科技Qube Research & Technologies Ltd
0.41%#217$4.46亿147.2万股$00股+147.2万股新买入
加州公务员退休基金(CalPERS)CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
0.23%0.03%#305$4.15亿137.0万股$5,462.4万40.3万股+96.7万股+239.87%加仓
Hood River资本管理Hood River Capital Management LLC
2.95%2.15%#44$4.07亿134.6万股$2.14亿157.6万股-23.0万股-14.62%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.07%0.02%#588$4.02亿132.8万股$1.01亿74.4万股+58.3万股+78.33%加仓
景顺Invesco Ltd.
0.03%0.03%#807$3.97亿131.3万股$2.28亿168.4万股-37.2万股-22.06%减仓
多伦多道明银行TORONTO DOMINION BANK
0.38%0.2%#226$3.30亿109.0万股$1.39亿102.9万股+6.2万股+6.01%加仓
汇丰控股HSBC HOLDINGS PLC
0.13%0.08%#407$3.21亿105.4万股$1.57亿117.7万股-12.2万股-10.41%减仓
Elemental Capital Partners LLC
64.41%63.89%#2$3.07亿101.3万股$1.50亿110.7万股-9.4万股-8.49%减仓
Clear Street集团Clear Street Group Inc.
0.76%0.37%#156$3.02亿99.7万股$9,050.5万66.8万股+32.9万股+49.25%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.05%0.03%#691$2.96亿97.9万股$1.87亿138.0万股-40.1万股-29.06%减仓
DEUTSCHE 银行 AG\DEUTSCHE BANK AG\
0.08%0.04%#558$2.69亿88.7万股$1.32亿97.6万股-8.9万股-9.11%减仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.03%0.03%#844$2.67亿88.1万股$2.93亿216.6万股-128.6万股-59.35%减仓
极地资本控股Polar Capital Holdings Plc
0.62%0.37%#180$2.61亿86.1万股$1.04亿76.5万股+9.6万股+12.61%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.04%0.02%#756$2.52亿83.1万股$1.00亿73.9万股+9.2万股+12.44%加仓

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