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Bloom Energy (BE) stake updated by Ameriprise and Columbia in 13G/A filing

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Bloom Energy Corp received an amended Schedule 13G filing (Amendment No. 10) from Ameriprise Financial, Inc. and its subsidiary Columbia Management Investment Advisers, LLC regarding ownership of Bloom’s common stock.

Ameriprise Financial, Inc. reports beneficial ownership of 18,231,962 shares of Bloom Energy common stock, representing 6.4% of the class, with 16,688,119 shares subject to shared voting power and 18,231,962 shares subject to shared dispositive power. Columbia Management Investment Advisers, LLC reports beneficial ownership of 17,202,053 shares, representing 6.0% of the class, with 16,599,100 shares subject to shared voting power and 17,202,053 shares subject to shared dispositive power. Each of Ameriprise and Columbia disclaims beneficial ownership of the reported shares.

Positive

  • None.

Negative

  • None.
Ameriprise beneficial ownership 18,231,962 shares Ameriprise Financial, Inc. beneficially owned Bloom Energy common stock
Ameriprise percent of class 6.4% Percentage of Bloom Energy common stock class attributed to Ameriprise
Ameriprise shared voting power 16,688,119 shares Shares of Bloom Energy common stock with shared voting power for Ameriprise
Ameriprise shared dispositive power 18,231,962 shares Shares with shared dispositive power reported by Ameriprise
Columbia beneficial ownership 17,202,053 shares Bloom Energy common stock beneficially owned by Columbia Management Investment Advisers
Columbia percent of class 6.0% Percentage of Bloom Energy common stock class attributed to Columbia
Columbia shared voting power 16,599,100 shares Shares of Bloom Energy common stock with shared voting power for Columbia
Columbia shared dispositive power 17,202,053 shares Shares with shared dispositive power reported by Columbia
Schedule 13G/A regulatory
"Each of AFI and CMIA disclaims beneficial ownership of any shares reported on this Schedule."
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.
beneficial ownership financial
"AFI, as the parent company of CMIA, may be deemed to beneficially own the shares reported herein by CMIA."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
shared voting power financial
"Shared Voting Power 16,688,119.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 18,231,962.00"
parent holding company financial
"If a parent holding company has filed this schedule, pursuant to (ii)(G), so indicate under Item 3(g)"
Joint Filing Agreement regulatory
"Exhibit II Joint Filing Agreement"

FAQ

What ownership stake in Bloom Energy (BE) does Ameriprise Financial report in this Schedule 13G/A?

Ameriprise Financial, Inc. reports beneficial ownership of 18,231,962 Bloom Energy shares, representing 6.4% of the common stock. These shares are held with shared voting and shared dispositive power as disclosed in the filing.

How many Bloom Energy (BE) shares are reported by Columbia Management Investment Advisers?

Columbia Management Investment Advisers, LLC reports 17,202,053 Bloom Energy shares beneficially owned, equal to 6.0% of the common stock. Of these, 16,599,100 shares carry shared voting power and all 17,202,053 have shared dispositive power.

What voting power does Ameriprise have over Bloom Energy (BE) shares?

Ameriprise Financial, Inc. reports 16,688,119 Bloom Energy shares with shared voting power and no sole voting power. It also reports 18,231,962 shares with shared dispositive power, reflecting its indirect control through its subsidiary.

Do Ameriprise and Columbia disclaim beneficial ownership of Bloom Energy (BE) shares?

Yes. The filing states that each of Ameriprise Financial, Inc. and Columbia Management Investment Advisers, LLC disclaims beneficial ownership of any Bloom Energy shares reported on this Schedule, despite reporting them for regulatory purposes.

Why are Ameriprise and Columbia jointly filing this Schedule 13G/A for Bloom Energy (BE)?

Ameriprise Financial, Inc., as parent company of Columbia Management Investment Advisers, LLC, may be deemed to beneficially own shares reported by Columbia. The Schedule 13G/A explains this relationship and includes a joint filing agreement as Exhibit II.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





093712107

(CUSIP Number)
06/30/2026

(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





SCHEDULE 13G





SCHEDULE 13G



Ameriprise Financial, Inc.
Signature:/s/ Michael G. Clarke
Name/Title:Michael G. Clarke, Senior Vice President, North America Head of Operations & Investor Services
Date:08/14/2026
Columbia Management Investment Advisers, LLC
Signature:/s/ Michael G. Clarke
Name/Title:Michael G. Clarke, Senior Vice President, North America Head of Operations & Investor Services
Date:08/14/2026

Comments accompanying signature: Contact Information Charles Chiesa VP Fund Treasurer Global Operations and Investor Services Telephone: 617-385-9593
Exhibit Information

Exhibit Index Exhibit I Identification and Classification of the Subsidiary which Acquired the Security Being Reported on by the Parent Holding Company. Exhibit II Joint Filing Agreement