A large personal stock position in Bloom Energy linked to former Speaker Nancy Pelosi’s household is attracting renewed attention after S&P Dow Jones Indices said the AI-power company will enter the S&P 500 on September 21, 2026.
Public congressional filings show Pelosi’s spouse, Paul Pelosi, bought 10,000 Bloom shares and 100 call options with a $100 strike expiring June 17, 2027 on July 24. Four days later, the household added 5,000 shares and another 100 calls with the same strike and expiration. Because federal disclosures report transaction values in ranges, the total disclosed exposure is approximately $3 million to $12 million. The filing was published on August 21, roughly two weeks before the index announcement.
Bloom closed at $184.89 on July 24 and reached $252.87 on September 4, a gain of about 37%, before climbing another 5.3% after hours following the S&P news. The exact options profit cannot be determined because premiums were not disclosed.
Separately, the broader S&P rebalancing will add Bloom Energy, Everpure, and Illumina to the S&P 500. They replace Molson Coors Beverage, The Trade Desk, and Builders FirstSource, which shift to the S&P SmallCap 600. The S&P 100 will add Dell Technologies, Palo Alto Networks, Arista Networks, and Sandisk, while Honeywell Aerospace, Nike, Simon Property Group, and Colgate-Palmolive exit.
Bloom had already been one of 2026’s prominent AI infrastructure names, with its fuel cells used to power data centers needing faster power than grid connections allow. In June, Bloom and Brookfield expanded an AI-power financing framework from $5 billion to $25 billion, and Bloom has an Oracle agreement supporting up to 2.8 GW of fuel-cell capacity. The stock was up about 135% in 2026 before the rebalance announcement.
The episode also lands amid a political debate over congressional stock trading. The House passed legislation in July that would restrict individual-stock purchases by members, spouses, and dependent children, though its Senate prospects remain uncertain.
