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Columbia Management Discloses 28,916,372 Shares in Bloom Energy (BE)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Bloom Energy Corp received a joint Schedule 13G/A showing large institutional holdings by Ameriprise Financial, Inc., Columbia Management Investment Advisers, LLC and the Columbia Seligman Technology and Information Fund. Ameriprise reports beneficial ownership of 30,147,240 shares, representing 12.9% of Class A common stock, while Columbia Management reports 28,916,372 shares or 12.3%. Columbia Seligman holds 228 shares (0.0%). Both Ameriprise and Columbia Management report shared voting power (28,230,361 shares) and disclose that AFI and CMIA disclaim sole beneficial ownership because holdings reflect advisory/parent relationships. The filing states the positions are held in the ordinary course of business and not for the purpose of changing control.

Positive

  • Significant institutional backing: Ameriprise reports 30,147,240 shares (12.9%), indicating meaningful investor support
  • Clear disclosure of relationships: Filing explains aggregation between AFI, CMIA and the Fund, improving transparency
  • Passive intent stated: Certification indicates holdings are in the ordinary course and not for changing control

Negative

  • No sole voting power reported: AFI and CMIA show 0 sole voting power and rely on shared voting power, limiting individual control signals
  • Overlap and disclaimers (parent/adviser aggregation) can complicate precise assessment of independent influence
  • Potential concentration risk: Combined positions exceed 12%, which can affect stock liquidity or enable coordinated action if intent changes

Insights

Major passive stakes disclosed: Ameriprise at 12.9%, CMIA at 12.3%.

Large reported positions by a parent holding company and its investment adviser indicate concentrated institutional ownership. The numbers—30,147,240 and 28,916,372 shares—are substantial relative to a single class of stock and can affect trading liquidity and block trade dynamics.

Dependence on managed-account aggregation is material: both AFI and CMIA report shared voting power and disclaim sole ownership. Monitor any updates to voting arrangements or additional filings within the next 30–90 days for changes to aggregated percentages or statements about intent.

Filing emphasizes ordinary-course holdings and disclaims control intent.

The certification states the shares were acquired and are held in the ordinary course of business and not to influence control, which is standard language for passive 13G filers. The filing also ties holdings to advisory relationships and a parent-subsidiary structure, explaining overlapping counts.

Key items to watch are any amendments that move the filing to Schedule 13D or show changes in voting arrangements; those would signal active engagement and typically appear if intent changes within a short regulatory timeframe.






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)






SCHEDULE 13G





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:10/07/2025
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:10/07/2025
Columbia Seligman Technology and Information Fund
Signature:/s/ Michael G. Clarke
Name/Title:Michael G. Clarke, Senior Vice President & Chief Financial Officer
Date:10/07/2025

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

FAQ

What stake does Ameriprise report in Bloom Energy (BE)?

Ameriprise Financial, Inc. reports beneficial ownership of 30,147,240 shares, equal to 12.9% of Class A common stock.

How many shares does Columbia Management (CMIA) report for BE?

Columbia Management Investment Advisers, LLC reports beneficial ownership of 28,916,372 shares, equal to 12.3% of the class.

Does any filer claim sole voting or dispositive power for these BE shares?

No. The filing shows 0 sole voting and dispositive power for AFI and CMIA; they report shared voting power of 28,230,361 shares.

Is the position reported as passive or active?

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control, indicating passive intent.

What is the Columbia Seligman Technology and Information Fund's holding in BE?

The Fund reports beneficial ownership of 228 shares, representing 0.0% of the class.
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