Morgan Stanley reports 3.4% stake in Bloom Energy (NYSE: BE)

Rhea-AI Filing Summary

Bloom Energy Corp: Morgan Stanley reports beneficial ownership of 9,590,604 shares of Class A Common Stock, representing 3.4% of the class as shown on the cover page. The filing states Morgan Stanley "has ceased to be the beneficial owner of more than five percent" of this class. The cover shows shared voting power of 3,636,493 and shared dispositive power of 9,590,604. The filing notes these figures reflect holdings of certain Morgan Stanley operating units described in Release No. 34-39538.

Insights

Securities Lawyer

Filing confirms sub-5% institutional holding and a reduction from a prior >5% position.

The Schedule 13G/A discloses 9,590,604 shares and a 3.4% stake in Class A Common Stock, with shared voting power listed as 3,636,493. The text explicitly states MS "has ceased to be the beneficial owner of more than five percent."

Compliance dependencies include the Release No. 34-39538 disaggregation language; subsequent filings would show any further ownership changes.

Institutional Investor Relations

Report signals Morgan Stanley holds a non-control, sub-5% position via reporting units.

The filing attributes ownership to specific MS Reporting Units and lists shared dispositive power of 9,590,604 shares. This identifies an institutional holding that is below the 5% beneficial ownership threshold referenced in the filing.

Investor relations implications depend on future amendments disclosing increases or dispositions; current cash-flow treatment is not stated in the excerpt.

Key Figures

Beneficial ownership: 9,590,604 shares Percent of class: 3.4% Shared voting power: 3,636,493 shares +2 more

5 metrics

Beneficial ownership 9,590,604 shares Class A Common Stock

Percent of class 3.4% Reported ownership percentage

Shared voting power 3,636,493 shares Shared voting power reported on cover page

CUSIP 093712107 Bloom Energy Class A Common Stock CUSIP

Cover reporting date 03/31/2026 Date shown on cover page

Key Terms

Schedule 13G/A, beneficially owned, shared dispositive power

3 terms

Schedule 13G/A regulatory

"Amendment No. 1 ) Bloom Energy Corp Class A Common Stock"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned financial

"As of the date hereof, Morgan Stanley has ceased to be the beneficial owner"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared dispositive power financial

"Shared Dispositive Power 9,590,604.00"

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Accepted by SEC EDGAR 05/11/2026 - 11:45 AM Learn about SEC filing dates

FAQ

What stake does Morgan Stanley report in Bloom Energy (BE)?

Morgan Stanley reports beneficial ownership of 9,590,604 shares, representing 3.4% of Bloom Energy's Class A Common Stock. The filing shows shared voting power of 3,636,493 and attributes holdings to certain Morgan Stanley reporting units.

Does the filing say Morgan Stanley still owns more than 5% of BE?

No. The filing explicitly states that Morgan Stanley "has ceased to be the beneficial owner of more than five percent of the class of securities." The reported percentage in this amendment is 3.4%, below the 5% threshold.

Which powers over the shares does Morgan Stanley report?

The disclosure lists shared voting power of 3,636,493 and shared dispositive power of 9,590,604. Sole voting and sole dispositive power are shown as 0.00 in the attached cover responses.

Are these holdings attributed to a single Morgan Stanley entity?

The filing states these figures reflect securities held by certain MS Reporting Units and does not aggregate holdings of other operating units. It cites Release No. 34-39538 for the disaggregation treatment used in this report.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Bloom Energy Corp

(Name of Issuer)

Class A Common Stock

(Title of Class of Securities)

093712107

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 093712107

1

Names of Reporting Persons

Morgan Stanley

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,636,493.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 9,590,604.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,590,604.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.4 %

12

Type of Reporting Person (See Instructions)

HC, CO

Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Bloom Energy Corp
(b)	Address of issuer's principal executive offices: 4353 NORTH FIRST STREET, SAN JOSE, CA, 95134
Item 2.
(a)	Name of person filing: Morgan Stanley
(b)	Address or principal business office or, if none, residence: 1585 Broadway, New York, NY 10036
(c)	Citizenship: Delaware
(d)	Title of class of securities: Class A Common Stock
(e)	CUSIP No.: 093712107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s).
(b)	Percent of class: 3.4 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s).
	(ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s).
	(iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s).
	(iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s).
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Morgan Stanley

Signature:	Claire Gordon
Name/Title:	Authorized Signatory, Morgan Stanley
Date:	05/11/2026