Stanley Druckenmiller's Duquesne Family Office sold its entire position in Bloom Energy Corp. during the second quarter of 2026. According to its most recent 13F filing, the firm disposed of all 136,320 shares it held in the energy company. This move comes after Duquesne first initiated a significant position in the company in the fourth quarter of 2025, viewing it as a key supplier for the power-intensive needs of AI data centers.
Investors should note that 13F filings are delayed disclosures, reflecting trades made between April 1 and June 30, 2026, and not necessarily the firm's current holdings. During the same quarter Druckenmiller was exiting, Bloom Energy reported record financial results, with revenue and earnings per share significantly beating analyst estimates, driven by a surge in demand from the AI sector.