Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Bloom Energy BE Stock Holding History

Fuller & Thaler Asset Management’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448M Sell
1,480,139
-819,181
-36% -$210M 1.22% 5
2026
Q1 		$312M Sell
2,299,320
-442,881
-16% -$65M 1.05% 11
2025
Q4 		$238M Sell
2,742,201
-605,528
-18% -$63.6M 0.8% 20
2025
Q3 		$283M Sell
3,347,729
-589,044
-15% -$27.4M 0.96% 13
2025
Q2 		$94.2M Buy
3,936,773
+324,848
+9% +$6.29M 0.34% 97
2025
Q1 		$71M Buy
3,611,925
+821,814
+29% +$19.6M 0.28% 132
2024
Q4 		$62M Buy
+2,790,111
New +$48.9M 0.23% 146

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fuller & Thaler Asset Management's BE Position: Q2 2026 in Review

Fuller & Thaler Asset Management reduced its Bloom Energy (BE) stake by 36% in Q2 2026, selling an estimated $210M and leaving 1,480,139 shares worth $448M. The position accounts for 1.22% of the portfolio, ranked #5.

Fuller & Thaler Asset Management first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 991 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Fuller & Thaler Asset Management held 1,480,139 shares of Bloom Energy worth $448M as of Q2 2026.
  • Fuller & Thaler Asset Management sold 819,181 Bloom Energy shares in Q2 2026, an estimated $210M.
  • Bloom Energy made up 1.22% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #5 holding.
  • Fuller & Thaler Asset Management first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 991 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.