Key points
- Pelosi's disclosure, filed August 21, shows a new Bloom Energy (BE) position: about 15,000 shares plus 200 call options, valued at $3 million to $12 million.
- She also added 10,000 shares and 50 call options of Intel (INTC), on top of the Intel options reported in June.
- The full filing covers about $9 million in trades, her biggest single-name addition of 2026.
Nancy Pelosi's newest financial disclosure filed on August 21 shows a new name in her portfolio: Bloom Energy (BE). Her reported holdings picked up about 15,000 shares and 200 call options over two days in late July. The Bloom purchase ranks among her largest new positions this year. She also increased an existing bet on Intel (INTC) in the same report.
The STOCK Act allows members of Congress as many as 45 days to report a transaction. Their disclosures identify the security, transaction type and trade date, but show the value only as a range. Pelosi's husband, Paul, makes the trades, so the filings reflect his investment decisions. Her June disclosure introduced positions in Intel and Uber call options.
Bloom Energy is the headline
The Bloom stake shows up in four separate lines on the filing. Pelosi's holdings bought 10,000 shares on the first day and 5,000 more on the second, and each stock buy came paired with 100 Bloom call options. Both option lots carry a $100 strike and a June 2027 expiration.
Bloom extends her AI infrastructure trade
The four Bloom transactions carry a combined reported value of $3 million to $12 million, a substantial opening position. Bloom Energy makes solid-oxide fuel cells that produce electricity at the customer's site. AI data centers have given the company a new growth pitch: operators need large amounts of constant power, and utility grids often can't connect new facilities fast enough. Bloom says its systems can begin supplying power within months instead of years.
Pelosi's other holdings show the same AI buildout from different points in the supply chain. Nvidia (NVDA) supplies the chips, while Vistra (VST) produces electricity. Bloom sells the equipment that generates power where customers need it.
The Intel bet gets bigger
The Intel purchase is a follow-on to a bet she already held. Back in June, Pelosi reported 200 Intel call options struck at $50 and running out to March 2027. This filing stacks on 10,000 Intel shares and 50 more call options worth $750,000 to $1.5 million together. The new Intel calls strike at $50 and run to June 2027. She picked deep discounts on both names. Bloom traded near $197 on August 24 and Intel near $86, so both option lines already behave a lot like owning the stock. Intel has been one of the year's sharpest movers, and she's adding to a position that already paid off once.
Where the numbers come from
These figures come straight from Pelosi's periodic transaction report, the disclosure she signed for the House Clerk on August 21. Like every congressional filing, it reports each trade in a dollar range instead of an exact figure, and it reaches the public on a delay of several weeks. Pelosi is retiring at the end of this term, so her January 2027 deadline will close one of the few clear windows the public has had into these trades. For the bigger question of whether copying disclosures like these actually pays, we dug through the data on copying Congress earlier this summer. The full run of her trades sits on our Capitol Trades tracker.
