[SCHEDULE 13G] Bloom Energy Corporation SEC Filing
Morgan Stanley has filed a Schedule 13G disclosing beneficial ownership of 11,939,835 Class A shares of Bloom Energy Corp. (BE) as of 30 June 2025. The position equals 5.1 % of the outstanding class, crossing the 5 % reporting threshold that requires a 13G filing.
According to the cover page, Morgan Stanley exercises shared voting power over 3,382,578 shares and shared dispositive power over the full 11,939,835 shares; it reports no sole voting or dispositive authority. The firm is filing in its capacity as a holding company/control person ("HC, CO") under Rule 13d-1(b), indicating a passive investment rather than a control-seeking position.
No other entities or group members are identified, and there is no indication of additional transactions, changes of control, or intentions to influence management. The certification states the shares were acquired in the ordinary course of business.
- Morgan Stanley鈥檚 5.1 % ownership adds a well-known institutional investor to Bloom Energy鈥檚 shareholder base, potentially increasing liquidity and research coverage.
- None.
Insights
TL;DR: Passive 5.1 % stake by Morgan Stanley鈥攕ignals institutional interest but no control intent; impact modest.
The disclosure confirms Morgan Stanley now holds just above the 5 % threshold in BE, providing a datapoint on institutional sponsorship. The absence of sole voting power and the 13G (vs. 13D) format indicate a passive stance, limiting near-term governance implications. While added buy-side attention can broaden the shareholder base and support liquidity, it does not directly alter Bloom Energy鈥檚 strategic trajectory. Overall impact on valuation should be limited unless further accumulation or activism emerges.
TL;DR: Filing is routine compliance; governance risk unchanged.
The 13G shows a traditional holding-company filing classification (HC, CO) with shared, not sole, control rights. No subsidiaries are named, no group activity is declared, and the signatory certifies ordinary-course ownership. Therefore, stewardship or activist pressure on Bloom Energy鈥檚 board is unlikely from this position alone. Investors should simply note the updated ownership register.
FAQ
How many Bloom Energy (BE) shares does Morgan Stanley own?
What percentage of Bloom Energy鈥檚 outstanding shares does this represent?
Does Morgan Stanley have sole voting power over the shares?
Is Morgan Stanley seeking control of Bloom Energy?
Why was the Schedule 13G filed?
