FULLER & THALER ASSET MANAGEMENT, INC.

Position in BE — Bloom Energy Corp

CIK 1082327 SAN MATEO, CA

Position in BE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$448,038,075

+$136,503,209 QoQ

Shares Held

1,480,139

-35.6% QoQ

Ownership

0.520%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#33

of 1,277 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Industrials · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $1,175,670,385 across 5 Electrical Equipment & Parts names. BE ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp This page	1,480,139	$448,038,075
2	VRT	Vertiv Holdings Co	1,007,941	$337,478,805
3	AYI	Acuity Inc. (De)	772,130	$290,830,485
4	ENR	Energizer Holdings, Inc.	3,183,141	$68,246,543
5	AEIS	Advanced Energy Industries Inc	83,344	$31,076,477

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,038,075	1,480,139	-35.6%	Shares	Sole	2026-08-12
2026-03-31	$311,534,866	2,299,320	-16.2%	Shares	Sole	2026-05-14
2025-12-31	$238,269,844	2,742,201	-18.1%	Shares	Sole	2026-02-12
2025-09-30	$283,117,441	3,347,729	-15.0%	Shares	Sole	2025-11-13
2025-06-30	$94,167,610	3,936,773	+9.0%	Shares	Sole	2025-08-14
2025-03-31	$71,010,445	3,611,925	+29.5%	Shares	Sole	2025-05-13
2024-12-31	$61,968,365	2,790,111	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.