Jefferies Group's BE Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 338,750 shares of Bloom Energy Corporation (BE) worth $28.65 M, representing 0.14% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 335,750 shares. Largest reduction occurred in Q3 2023, reducing 161,043 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Bloom Energy Corporation (BE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bloom Energy Corporation (BE) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +14,544 | New Buy | 14,544 | $19.93 |
| Q2 2023 | +228,569 | Add 1571.57% | 243,113 | $16.35 |
| Q3 2023 | -161,043 | Reduce 66.24% | 82,070 | $13.26 |
| Q4 2023 | -82,070 | Sold Out | 82,070 | $0.00 |
| Q1 2024 | +72,250 | New Buy | 72,250 | $11.24 |
| Q2 2024 | -22,250 | Reduce 30.80% | 50,000 | $12.24 |
| Q3 2024 | -50,000 | Sold Out | 50,000 | $0.00 |
| Q1 2025 | +116,932 | New Buy | 116,932 | $19.66 |
| Q2 2025 | -113,932 | Reduce 97.43% | 3,000 | $23.92 |
| Q3 2025 | +335,750 | Add 11191.67% | 338,750 | $84.57 |
Jefferies Group's Bloom Energy Corporation Investment FAQs
Jefferies Group first purchased Bloom Energy Corporation (BE) in Q1 2023, acquiring 14,544 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Bloom Energy Corporation (BE) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Bloom Energy Corporation (BE) was in Q3 2025, adding 338,750 shares worth $28.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 338,750 shares of Bloom Energy Corporation (BE), valued at approximately $28.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Bloom Energy Corporation (BE) represents approximately 0.14% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Bloom Energy Corporation (BE) was 338,750 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.