Bloom Energy (BE)
Bloom Energy (BE) on the public record today: 3 items across Investment reports, AI supply chain, each linked to its public source.
Last updated: .
Investment reports
- Oregon Public Employees Retirement Fund 13F for Q3 2026: new BE stake ($10M) and no longer holds Electronic Arts Inc (delisted) — state · $9.31B reported in all · 25 new positions, 18 closed (SEC filings, 29 Oct 2026) BE
- New York State Teachers' Retirement System 13F for Q3 2026: new BE stake ($49.3M) and no longer holds Electronic Arts Inc (delisted) — state · $52.9B reported in all · 31 new positions, 53 closed (SEC filings, 21 Oct 2026) BE
AI supply chain
- BE: capital spending $153M in the quarter to 30 Sep 2026, +1148% on a year earlier — revenue +138% on a year earlier (SEC filings, 29 Sep 2026) BE