Fluence Energy Ownership 2024 | Who Owns Fluence Energy Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

86.36%

Insider Ownership

31.18%

Retail Ownership

-17.54%

Institutional Holders

236.00

Fluence Energy Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SIEMENS AG	31.33%	90.95%	39,738,064	-	-	689,058,030	Jun 30, 2024
SIEMENS PENSION TRUST E V	9.27%	100.00%	11,761,131	-	-	203,938,012	Jun 30, 2024
VANGUARD GROUP INC	4.81%	0.00%	6,098,115	-80,103	-1.30%	105,741,314	Jun 30, 2024
BLACKROCK INC.	3.48%	0.00%	4,411,411	149,866	3.52%	76,493,868	Jun 30, 2024
HANDELSBANKEN FONDER AB	3.41%	0.33%	4,328,961	1,175,142	37.26%	75,064,000	Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP	2.87%	0.07%	3,641,058	-681,335	-15.76%	63,135,946	Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	2.62%	0.15%	3,320,951	-1,009,247	-23.31%	57,585,000	Jun 30, 2024
COVALIS CAPITAL LLP	1.55%	4.65%	1,972,140	760,625	62.78%	34,196,908	Jun 30, 2024
ENCOMPASS CAPITAL ADVISORS LLC	1.50%	1.79%	1,908,795	-945,220	-33.12%	33,098,505	Jun 30, 2024
ELECTRON CAPITAL PARTNERS, LLC	1.34%	1.33%	1,694,296	33,474	2.02%	29,379,092	Jun 30, 2024
STATE STREET CORP	1.30%	0.00%	1,642,751	323,045	24.48%	28,485,302,000	Jun 30, 2024
LAZARD FRERES GESTION S.A.S.	1.22%	0.01%	1,550,000	1,550,000	100.00%	233,000	Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC	1.18%	0.02%	1,500,841	23,927	1.62%	26,024,583	Jun 30, 2024
FMR LLC	1.16%	0.00%	1,473,232	-1,631,385	-52.55%	25,545,850	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.14%	0.00%	1,447,370	85,317	6.26%	25,102,086	Jun 30, 2024
MORGAN STANLEY	1.02%	0.00%	1,294,394	586,474	82.84%	22,444,792	Jun 30, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.81%	0.06%	1,024,114	953,761	1355.68%	17,758,137,000	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.73%	0.00%	930,856	-69,322	-6.93%	16,141,043	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.65%	0.00%	820,321	-457,037	-35.78%	14,224,366	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.62%	0.00%	786,163	307,540	64.26%	13,632,066	Jun 30, 2024

Fluence Energy's largest institutional shareholder is SIEMENS AG, holding 31.33% of the company's total share outstanding, currently valued at $689.06M. The top 10 institutional shareholders own together 62.18% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SIEMENS PENSION TRUST E V	9.27%	100.00%	11,761,131	-	-	203,938,012	Jun 30, 2024
SIEMENS AG	31.33%	90.95%	39,738,064	-	-	689,058,030	Jun 30, 2024
ENGINE NO. 1 LLC	0.39%	9.01%	495,000	495,000	100.00%	8,583,300	Jun 30, 2024
COVALIS CAPITAL LLP	1.55%	4.65%	1,972,140	760,625	62.78%	34,196,908	Jun 30, 2024
AROSA CAPITAL MANAGEMENT LP	0.17%	2.15%	214,700	-135,300	-38.66%	3,722,898	Jun 30, 2024
ENCOMPASS CAPITAL ADVISORS LLC	1.50%	1.79%	1,908,795	-945,220	-33.12%	33,098,505	Jun 30, 2024
ELECTRON CAPITAL PARTNERS, LLC	1.34%	1.33%	1,694,296	33,474	2.02%	29,379,092	Jun 30, 2024
CANAL INSURANCE CO	0.20%	1.19%	260,000	30,000	13.04%	4,508,000	Jun 30, 2024
BERYL CAPITAL MANAGEMENT LLC	0.10%	0.69%	132,844	132,844	100.00%	2,303,515	Jun 30, 2024
CLARITY CAPITAL PARTNERS LLC	0.04%	0.59%	56,026	404	0.73%	971,491	Jun 30, 2024
RENAISSANCE CAPITAL LLC	0.04%	0.53%	54,288	16,045	41.96%	941,354	Jun 30, 2024
GREEN ALPHA ADVISORS, LLC	0.03%	0.45%	32,535	-2,495	-7.12%	564,157	Jun 30, 2024
SANDERS MORRIS HARRIS LLC	0.12%	0.44%	154,704	154,704	100.00%	2,682,567	Jun 30, 2024
EAGLECLAW CAPITAL MANAGMENT, LLC	0.10%	0.38%	120,475	120,475	100.00%	2,089,037	Jun 30, 2024
HANDELSBANKEN FONDER AB	3.41%	0.33%	4,328,961	1,175,142	37.26%	75,064,000	Jun 30, 2024
CREDIT CAPITAL INVESTMENTS LLC	0.01%	0.26%	12,000	12,000	100.00%	208,080	Jun 30, 2024
DIAMETRIC CAPITAL, LP	0.02%	0.24%	25,563	-36,231	-58.63%	443,262	Jun 30, 2024
POINT72 EUROPE (LONDON) LLP	0.13%	0.24%	168,000	168,000	100.00%	2,913,120	Jun 30, 2024
SCP INVESTMENT, LP	0.02%	0.23%	20,800	-8,000	-27.78%	360,672	Jun 30, 2024
PEARL RIVER CAPITAL, LLC	0.06%	0.22%	80,273	41,070	104.76%	1,391,934	Jun 30, 2024

The largest Fluence Energy shareholder by % of total assets is SIEMENS PENSION TRUST E V. The company owns 11.76M shares of Fluence Energy (FLNC), representing 100.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LAZARD FRERES GESTION S.A.S.	1.22%	0.01%	1,550,000	1,550,000	100.00%	233,000	Jun 30, 2024
HANDELSBANKEN FONDER AB	3.41%	0.33%	4,328,961	1,175,142	37.26%	75,064,000	Jun 30, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.81%	0.06%	1,024,114	953,761	1355.68%	17,758,137,000	Jun 30, 2024
COVALIS CAPITAL LLP	1.55%	4.65%	1,972,140	760,625	62.78%	34,196,908	Jun 30, 2024
MORGAN STANLEY	1.02%	0.00%	1,294,394	586,474	82.84%	22,444,792	Jun 30, 2024
ENGINE NO. 1 LLC	0.39%	9.01%	495,000	495,000	100.00%	8,583,300	Jun 30, 2024
NORGES BANK	0.36%	0.00%	462,274	462,274	100.00%	8,015,831	Jun 30, 2024
AMERIPRISE FINANCIAL INC	0.36%	0.00%	456,111	421,520	1218.58%	7,908,965	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.42%	0.00%	528,340	394,214	293.91%	9,161,416	Jun 30, 2024
STATE STREET CORP	1.30%	0.00%	1,642,751	323,045	24.48%	28,485,302,000	Jun 30, 2024
BAKER AVENUE ASSET MANAGEMENT, LP	0.25%	0.19%	322,304	322,304	100.00%	5,588,751	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.62%	0.00%	786,163	307,540	64.26%	13,632,066	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.31%	0.01%	397,623	301,535	313.81%	6,894,783	Jun 30, 2024
KAYNE ANDERSON CAPITAL ADVISORS LP	0.22%	0.13%	277,560	277,560	100.00%	4,812,890	Jun 30, 2024
TREXQUANT INVESTMENT LP	0.19%	0.06%	237,412	237,412	100.00%	4,116,724	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.18%	0.03%	234,641	234,641	100.00%	4,069,000	Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP	0.18%	0.20%	230,182	230,182	100.00%	3,991,356	Jun 30, 2024
THOMPSON SIEGEL & WALMSLEY LLC	0.18%	0.06%	225,820	225,820	100.00%	3,916,000	Jun 30, 2024
JPMORGAN CHASE & CO	0.24%	0.00%	308,635	219,380	245.79%	5,351,731	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.58%	0.00%	735,183	212,654	40.70%	12,755,169	Jun 30, 2024

As of Jun 30 2024, Fluence Energy's largest institutional buyer is LAZARD FRERES GESTION S.A.S.. The company purchased 1.55M stocks of FLNC, valued at $233.00K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	1.16%	0.00%	1,473,232	-1,631,385	-52.55%	25,545,850	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	-	-	-	-1,126,500	-100.00%	-	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.07%	0.00%	92,320	-1,088,309	-92.18%	1,600,829	Jun 30, 2024
SIR CAPITAL MANAGEMENT, L.P.	-	-	-	-1,042,271	-100.00%	-	Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	2.62%	0.15%	3,320,951	-1,009,247	-23.31%	57,585,000	Jun 30, 2024
ENCOMPASS CAPITAL ADVISORS LLC	1.50%	1.79%	1,908,795	-945,220	-33.12%	33,098,505	Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	-	-	-	-776,279	-100.00%	-	Jun 30, 2024
SQUAREPOINT OPS LLC	0.09%	0.00%	110,865	-689,907	-86.16%	1,922,399	Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP	2.87%	0.07%	3,641,058	-681,335	-15.76%	63,135,946	Jun 30, 2024
DECADE RENEWABLE PARTNERS LP	-	-	-	-610,277	-100.00%	-	Jun 30, 2024
SOURCEROCK GROUP LLC	-	-	-	-509,691	-100.00%	-	Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS	-	-	-	-505,532	-100.00%	-	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	0.65%	0.00%	820,321	-457,037	-35.78%	14,224,366	Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.14%	0.01%	174,721	-332,379	-65.55%	3,029,662	Jun 30, 2024
DEUTSCHE BANK AG\	0.03%	0.00%	32,505	-268,350	-89.20%	563,637	Jun 30, 2024
HITE HEDGE ASSET MANAGEMENT LLC	-	-	-	-236,342	-100.00%	-	Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD	-	-	-	-187,268	-100.00%	-	Jun 30, 2024
NEUBERGER BERMAN GROUP LLC	-	-	-	-165,199	-100.00%	-	Jun 30, 2024
SG AMERICAS SECURITIES, LLC	0.06%	0.01%	71,180	-164,225	-69.76%	1,234,000	Jun 30, 2024
GHISALLO CAPITAL MANAGEMENT LLC	0.08%	0.12%	100,000	-150,000	-60.00%	1,734,000	Jun 30, 2024

As of Jun 30 2024, Fluence Energy's biggest institutional seller is FMR LLC. The company sold -1.63M shares of FLNC, valued at $25.55M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LAZARD FRERES GESTION S.A.S.	1.22%	0.01%	1,550,000	1,550,000	100.00%	233,000	Jun 30, 2024
ENGINE NO. 1 LLC	0.39%	9.01%	495,000	495,000	100.00%	8,583,300	Jun 30, 2024
NORGES BANK	0.36%	0.00%	462,274	462,274	100.00%	8,015,831	Jun 30, 2024
BAKER AVENUE ASSET MANAGEMENT, LP	0.25%	0.19%	322,304	322,304	100.00%	5,588,751	Jun 30, 2024
KAYNE ANDERSON CAPITAL ADVISORS LP	0.22%	0.13%	277,560	277,560	100.00%	4,812,890	Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP	0.18%	0.20%	230,182	230,182	100.00%	3,991,356	Jun 30, 2024
THOMPSON SIEGEL & WALMSLEY LLC	0.18%	0.06%	225,820	225,820	100.00%	3,916,000	Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP	0.14%	0.15%	179,118	179,118	100.00%	3,105,906	Jun 30, 2024
AMUNDI	0.14%	0.00%	172,208	172,208	100.00%	2,943,035	Jun 30, 2024
POINT72 EUROPE (LONDON) LLP	0.13%	0.24%	168,000	168,000	100.00%	2,913,120	Jun 30, 2024
SANDERS MORRIS HARRIS LLC	0.12%	0.44%	154,704	154,704	100.00%	2,682,567	Jun 30, 2024
PRUDENTIAL FINANCIAL INC	0.11%	0.00%	137,055	137,055	100.00%	2,376,534	Jun 30, 2024
BERYL CAPITAL MANAGEMENT LLC	0.10%	0.69%	132,844	132,844	100.00%	2,303,515	Jun 30, 2024
EAGLECLAW CAPITAL MANAGMENT, LLC	0.10%	0.38%	120,475	120,475	100.00%	2,089,037	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.09%	0.00%	113,750	113,750	100.00%	1,972,425	Jun 30, 2024
TOROSO INVESTMENTS, LLC	0.05%	0.01%	62,274	62,274	100.00%	1,079,830	Jun 30, 2024
CI INVESTMENTS INC.	0.03%	0.00%	42,045	42,045	100.00%	729,000	Jun 30, 2024
CARMIGNAC GESTION	0.03%	0.01%	38,179	38,179	100.00%	662,024	Jun 30, 2024
INTERVAL PARTNERS, LP	0.03%	0.01%	35,701	35,701	100.00%	619,055	Jun 30, 2024
MACKENZIE FINANCIAL CORP	0.03%	0.00%	35,375	35,375	100.00%	613,402	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.03%	0.00%	32,754	32,754	100.00%	567,954	Jun 30, 2024
WALLEYE TRADING LLC	0.03%	0.00%	31,726	31,726	100.00%	550,129	Jun 30, 2024
ENSIGN PEAK ADVISORS, INC	0.02%	0.00%	29,400	29,400	100.00%	509,796	Jun 30, 2024
WALLEYE CAPITAL LLC	0.02%	0.00%	25,600	25,600	100.00%	443,904	Jun 30, 2024
SCIENTECH RESEARCH LLC	0.02%	0.09%	25,256	25,256	100.00%	437,939	Jun 30, 2024
ARDSLEY ADVISORY PARTNERS LP	0.02%	0.06%	25,000	25,000	100.00%	433,750	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.02%	0.00%	23,491	23,491	100.00%	407,334	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.02%	0.01%	22,500	22,500	100.00%	390,150	Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP	0.02%	0.00%	20,789	20,789	100.00%	360,482	Jun 30, 2024
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.01%	0.00%	18,231	18,231	100.00%	316,126	Jun 30, 2024
WELLINGTON SHIELDS & CO., LLC	0.01%	0.07%	12,500	12,500	100.00%	216,750	Jun 30, 2024
SQUAREPOINT OPS LLC	0.01%	0.00%	12,200	12,200	100.00%	211,548	Jun 30, 2024
CREDIT CAPITAL INVESTMENTS LLC	0.01%	0.26%	12,000	12,000	100.00%	208,080	Jun 30, 2024
OMERS ADMINISTRATION CORP	0.01%	0.00%	11,400	11,400	100.00%	197,676	Jun 30, 2024
SPIDERROCK ADVISORS, LLC	0.01%	0.00%	11,000	11,000	100.00%	190,740	Jun 30, 2024
MARINER INVESTMENT GROUP LLC	0.01%	0.04%	11,000	11,000	100.00%	190,740	Jun 30, 2024
GRANITE BAY WEALTH MANAGEMENT, LLC	0.01%	0.00%	10,925	10,925	100.00%	209,000	Jun 30, 2024
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.01%	0.00%	10,639	10,639	100.00%	184,000	Jun 30, 2024
SAX WEALTH ADVISORS, LLC	0.01%	0.02%	10,588	10,588	100.00%	183,596	Jun 30, 2024
HARBOUR CAPITAL ADVISORS, LLC	0.01%	0.04%	10,200	10,200	100.00%	167,586	Jun 30, 2024
JAMES J. BURNS & COMPANY, LLC	0.01%	0.03%	10,000	10,000	100.00%	173,000	Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC	0.01%	0.02%	9,226	9,226	100.00%	159,979	Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT	0.00%	0.00%	6,270	6,270	100.00%	109,000	Jun 30, 2024
WALLEYE CAPITAL LLC	0.00%	0.00%	6,000	6,000	100.00%	104,040	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.00%	0.07%	5,405	5,405	100.00%	93,723	Jun 30, 2024
RONALD BLUE TRUST, INC.	0.00%	0.00%	3,319	3,319	100.00%	57,551	Jun 30, 2024
PARK CIRCLE CO	0.00%	0.03%	1,600	1,600	100.00%	27,744	Jun 30, 2024
LINDBROOK CAPITAL, LLC	0.00%	0.00%	93	93	100.00%	1,613	Jun 30, 2024
FORTITUDE FAMILY OFFICE, LLC	0.00%	0.00%	78	78	100.00%	1,353	Jun 30, 2024
ASSET DEDICATION, LLC	-	0.00%	50	50	100.00%	867	Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC	-	0.00%	34	34	100.00%	1,000	Jun 30, 2024
PARALLEL ADVISORS, LLC	-	-	8	8	100.00%	139	Jun 30, 2024

Fluence Energy's largest new institutional shareholder by number of shares is LAZARD FRERES GESTION S.A.S., purchased 1.55M shares, valued at $233.00K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
POINT72 ASSET MANAGEMENT, L.P.	-	-	-	-1,126,500	-100.00%	-	Jun 30, 2024
SIR CAPITAL MANAGEMENT, L.P.	-	-	-	-1,042,271	-100.00%	-	Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	-	-	-	-776,279	-100.00%	-	Jun 30, 2024
DECADE RENEWABLE PARTNERS LP	-	-	-	-610,277	-100.00%	-	Jun 30, 2024
SOURCEROCK GROUP LLC	-	-	-	-509,691	-100.00%	-	Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS	-	-	-	-505,532	-100.00%	-	Jun 30, 2024
HITE HEDGE ASSET MANAGEMENT LLC	-	-	-	-236,342	-100.00%	-	Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD	-	-	-	-187,268	-100.00%	-	Jun 30, 2024
NEUBERGER BERMAN GROUP LLC	-	-	-	-165,199	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	-	-	-	-133,415	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-128,407	-100.00%	-	Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.	-	-	-	-91,524	-100.00%	-	Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP	-	-	-	-66,091	-100.00%	-	Jun 30, 2024
ATOM INVESTORS LP	-	-	-	-56,794	-100.00%	-	Jun 30, 2024
CENTIVA CAPITAL, LP	-	-	-	-52,851	-100.00%	-	Jun 30, 2024
MAXI INVESTMENTS CY LTD	-	-	-	-49,967	-100.00%	-	Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC	-	-	-	-39,367	-100.00%	-	Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.	-	-	-	-32,856	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-28,908	-100.00%	-	Jun 30, 2024
PETRUS TRUST COMPANY, LTA	-	-	-	-23,508	-100.00%	-	Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.	-	-	-	-20,515	-100.00%	-	Jun 30, 2024
MORSE ASSET MANAGEMENT, INC	-	-	-	-19,983	-100.00%	-	Jun 30, 2024
TORNO CAPITAL, LLC	-	-	-	-17,000	-100.00%	-	Jun 30, 2024
SEI INVESTMENTS CO	-	-	-	-13,735	-100.00%	-	Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP	-	-	-	-12,255	-100.00%	-	Jun 30, 2024
FIFTH THIRD BANCORP	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
MIROVA	-	-	-	-6,207	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-3,145	-100.00%	-	Jun 30, 2024
ENTRYPOINT CAPITAL, LLC	-	-	-	-1,447	-100.00%	-	Jun 30, 2024
ARCADIA INVESTMENT MANAGEMENT CORP/MI	-	-	-	-200	-100.00%	-	Jun 30, 2024
FIRST COMMAND ADVISORY SERVICES, INC.	-	-	-	-75	-100.00%	-	Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	-	-11	-100.00%	-	Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	-	-	-	-1	-100.00%	-	Jun 30, 2024

Fluence Energy's largest sold out institutional shareholder by shares sold is POINT72 ASSET MANAGEMENT, L.P., sold -1.13M shares, valued at -, as of undefined.

Fluence Energy Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Cushing NextGen Infrastructure Income Fund	0.98%	114,012	-	-	Feb 29, 2024
CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND	0.81%	57,000	-	-	Feb 29, 2024
BlackRock Science & Technology Trust	0.54%	278,617	-	-	Mar 31, 2024
PRUDENTIAL SECTOR FUNDS, INC.	0.51%	1,063,789	-	-	Feb 29, 2024
Cushing Mutual Funds Trust	0.36%	10,367	-	-	Aug 31, 2023
NEW ALTERNATIVES FUND	0.28%	50,000	-25,000	-33.33%	Mar 28, 2024
NUVEEN INVESTMENT TRUST II	0.17%	282,870	-	-	Mar 31, 2024
TORTOISE ENERGY INFRASTRUCTURE CORP	0.13%	114,174	-	-	Feb 29, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.	0.06%	270,988	-	-	Mar 28, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.	0.06%	34,723	-	-	Feb 29, 2024
Federated Hermes Equity Funds	0.05%	1,025,000	-	-	Jan 31, 2024
RENAISSANCE CAPITAL GREENWICH FUNDS	0.05%	38,243	1,111	2.99%	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.05%	26,893	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.05%	495,384	-137,992	-21.79%	Mar 31, 2024
Federated Hermes MDT Series	0.04%	107,584	-	-	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV	0.04%	115,200	100,800	700.00%	Mar 31, 2024
Natixis Funds Trust IV	0.03%	9,724	-	-	Jan 31, 2024
Innovator ETFs Trust	0.03%	119,528	-	-	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.02%	92,125	-61,569	-40.06%	Jan 31, 2024
HUSSMAN INVESTMENT TRUST	0.02%	63,000	-94,500	-60.00%	Dec 31, 2023
FIDELITY CAPITAL TRUST	0.02%	195,100	-	-	Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.02%	104,772	-	-	Mar 31, 2024
Ultimus Managers Trust	0.02%	184,185	-	-	Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	8,811	-	-	Mar 31, 2024
GABELLI UTILITIES FUND	0.01%	10,000	-	-	Dec 29, 2023
VANGUARD INDEX FUNDS	0.01%	5,517,977	-226,368	-3.94%	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND II	0.01%	90,063	23,774	35.86%	Mar 31, 2024
FIDELITY DESTINY PORTFOLIOS	0.01%	23,800	-	-	Mar 31, 2024
ALPS ETF Trust	0.01%	134,277	-6,764	-4.80%	Feb 29, 2024
FIDELITY COMMONWEALTH TRUST	0.01%	29,841	465	1.58%	Feb 29, 2024
FIDELITY SELECT PORTFOLIOS	0.01%	566,470	465,300	459.92%	Feb 29, 2024
FRANKLIN STRATEGIC SERIES	0.01%	74,000	-	-	Jan 31, 2024
BNY Mellon Strategic Funds, Inc.	0.01%	17,445	-	-	Mar 31, 2024
SMALLCAP WORLD FUND INC	0.01%	505,532	-	-	Mar 31, 2024
DRIEHAUS MUTUAL FUNDS	0.01%	51,472	-	-	Mar 28, 2024
Fidelity Central Investment Portfolios LLC	0.00%	237,500	193,200	436.12%	Mar 31, 2024
FIDELITY ADVISOR SERIES VII	0.00%	37,921	-	-	Jan 31, 2024
MAINSTAY VP FUNDS TRUST	0.00%	555,400	494,107	806.14%	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.00%	35,500	-	-	Mar 31, 2024
FIDELITY SECURITIES FUND	0.00%	400,600	-	-	Jan 31, 2024
Virtus ETF Trust II	0.00%	5,779	-980	-14.50%	Jan 31, 2024
BlackRock ETF Trust	0.00%	3,782	-	-	Jan 31, 2024
SCHWAB CAPITAL TRUST	0.00%	161,067	53,328	49.50%	Jan 31, 2024
FIDELITY MT VERNON STREET TRUST	0.00%	105,036	-1,516	-1.42%	Feb 29, 2024
FIDELITY PURITAN TRUST	0.00%	189,195	-	-	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.00%	786	-	-	Mar 31, 2024
MAINSTAY FUNDS	0.00%	796,300	-	-	Jan 31, 2024
OPTIMUM FUND TRUST	0.00%	139,842	-	-	Mar 28, 2024
FEDERATED HERMES INSURANCE SERIES	0.00%	13,800	-	-	Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	256,225	-138,618	-35.11%	Jan 31, 2024
Federated Hermes Adviser Series	0.00%	19,218	1,996	11.59%	Mar 31, 2024
FundVantage Trust	0.00%	44,701	30,949	225.05%	Mar 28, 2024
FIDELITY CONCORD STREET TRUST	0.00%	578,997	164,253	39.60%	Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND	0.00%	58,000	46,600	408.77%	Mar 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	7,072	1,397	24.62%	Mar 31, 2024
Cambria ETF Trust	0.00%	19,095	519	2.79%	Jan 31, 2024
Calvert Variable Products, Inc.	0.00%	5,682	-	-	Mar 31, 2024
FORUM FUNDS	0.00%	4,536	-	-	Jan 31, 2024
JPMORGAN INSURANCE TRUST	0.00%	24,307	-	-	Mar 31, 2023
FIDELITY DEVONSHIRE TRUST	0.00%	18,600	-	-	Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	41,882	3,813	10.02%	Mar 31, 2024
SEI Catholic Values Trust	0.00%	3,308	-	-	Feb 29, 2024
Investment Managers Series Trust II	0.00%	15,794	-	-	Jan 31, 2024
VANGUARD QUANTITATIVE FUNDS	0.00%	5,906	-	-	Mar 31, 2024
JPMORGAN TRUST II	0.00%	1,147,654	-	-	Feb 29, 2024
FIDELITY INVESTMENT TRUST	0.00%	201,000	-	-	Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.00%	3,733	-	-	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	7,159	7,159	-	Mar 28, 2024
Voya INVESTORS TRUST	0.00%	38,455	-	-	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.00%	12,231	4,276	53.75%	Jan 31, 2024
PUTNAM ASSET ALLOCATION FUNDS	0.00%	20,305	-	-	Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	19,144	-3,891	-16.89%	Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	2,824	-	-	Mar 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	301,614	97,071	47.46%	Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	512,832	-92,700	-15.31%	Mar 31, 2024
PUTNAM VARIABLE TRUST	0.00%	15,577	-	-	Mar 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	9,626	285	3.05%	Mar 31, 2024
Global X Funds	0.00%	18,082	-70,859	-79.67%	Jan 31, 2024
Invesco Exchange-Traded Fund Trust II	0.00%	122,053	-	-	Jan 31, 2024
Dunham Funds	0.00%	26,481	-	-	Jan 31, 2024
VANGUARD SPECIALIZED FUNDS	0.00%	19,300	-	-	Jan 31, 2024
HC CAPITAL TRUST	0.00%	11,167	-	-	Mar 31, 2024
VANGUARD WORLD FUND	0.00%	79,733	31,537	65.43%	Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	20,600	-	-	Mar 31, 2024
RBB FUND, INC.	0.00%	29,706	-	-	Feb 29, 2024
AB BOND FUND, INC.	0.00%	32,581	32,581	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	123,956	123,956	-	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	3,305	1,090	49.21%	Mar 31, 2024
BNY MELLON FUNDS TRUST	0.00%	20,135	-	-	Aug 31, 2023
Nushares ETF Trust	0.00%	1,862	-	-	Jan 31, 2024
Janus Detroit Street Trust	0.00%	37,858	-	-	Jan 31, 2024
FIDELITY ADVISOR SERIES I	0.00%	45,020	-	-	Feb 29, 2024
Tidal Trust II	0.00%	5,601	724	14.85%	Jan 31, 2024
Harbor ETF Trust	0.00%	1,047	-	-	Jan 31, 2024
NORTHERN FUNDS	0.00%	25,659	160	0.63%	Mar 28, 2024
Krane Shares Trust	0.00%	2,942	-	-	Dec 31, 2023
TIAA-CREF FUNDS	0.00%	514,158	437,422	570.03%	Jan 31, 2024
ETF Series Solutions	0.00%	3,490	790	29.26%	Jan 31, 2024
BNY Mellon ETF Trust	0.00%	3,579	3,579	-	Jan 31, 2024
VANGUARD SCOTTSDALE FUNDS	0.00%	269,513	110,578	69.57%	Feb 29, 2024

Fluence Energy's largest mutual fund holder by % of total assets is "Cushing NextGen Infrastructure Income Fund", owning 114.01K shares, compromising 0.98% of its total assets.

Fluence Energy Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	236	10.80%
31 Mar, 24	213	-6.99%
31 Dec, 23	229	16.84%
30 Sep, 23	196	-0.51%
30 Jun, 23	197	13.87%
31 Mar, 23	173	13.82%
31 Dec, 22	152	18.75%
30 Sep, 22	128	4.92%
30 Jun, 22	122	2.52%
31 Mar, 22	119	-11.85%
31 Dec, 21	135	-

As of 30 Jun 24, 236 institutions are holding Fluence Energy's shares, representing an increase of 10.80% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	109,542,575	-1.93%
31 Mar, 24	111,699,858	7.46%
31 Dec, 23	103,941,545	6.69%
30 Sep, 23	97,423,468	3.29%
30 Jun, 23	94,318,655	0.68%
31 Mar, 23	93,680,314	0.25%
31 Dec, 22	93,445,545	0.86%
30 Sep, 22	92,651,348	150.56%
30 Jun, 22	36,977,404	-1.84%
31 Mar, 22	37,671,956	-4.21%
31 Dec, 21	39,325,663	-

Fluence Energy (FLNC) has 109.54M shares outstanding as of 30 Jun 24, down -1.93% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	86.36%	1.02%
31 Mar, 24	92.23%	1.25%
31 Dec, 23	85.82%	1.25%
30 Sep, 23	82.94%	1.26%
30 Jun, 23	81.12%	1.25%
31 Mar, 23	80.57%	1.23%
31 Dec, 22	80.98%	1.24%
30 Sep, 22	80.95%	1.83%
30 Jun, 22	66.48%	1.37%
31 Mar, 22	69.58%	1.32%
31 Dec, 21	72.63%	-

As of 30 Jun 24, Fluence Energy is held by 86.36% institutional shareholders, representing a 1.02% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	142	21.37%
31 Mar, 24	117	-12.03%
31 Dec, 23	133	26.67%
30 Sep, 23	105	-3.67%
30 Jun, 23	109	13.54%
31 Mar, 23	96	15.66%
31 Dec, 22	83	18.57%
30 Sep, 22	70	-5.41%
30 Jun, 22	74	-10.84%
31 Mar, 22	83	-38.52%
31 Dec, 21	135	-

142 institutional shareholders have increased their position in FLNC stock as of 30 Jun 24 compared to 117 in the previous quarter (a 21.37% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	54	-6.90%
31 Mar, 24	58	5.45%
31 Dec, 23	55	-1.79%
30 Sep, 23	56	5.66%
30 Jun, 23	53	26.19%
31 Mar, 23	42	-2.33%
31 Dec, 22	43	22.86%
30 Sep, 22	35	-2.78%
30 Jun, 22	36	50.00%
31 Mar, 22	24	-
31 Dec, 21	-	-

54 institutional shareholders have reduced their position in FLNC stock as of 30 Jun 24 compared to 58 in the previous quarter (a -6.90% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	236	10.80%	109,542,575	-1.93%	86.36%	1.02%	142	21.37%	54	-6.90%
31 Mar, 24	213	-6.99%	111,699,858	7.46%	92.23%	1.25%	117	-12.03%	58	5.45%
31 Dec, 23	229	16.84%	103,941,545	6.69%	85.82%	1.25%	133	26.67%	55	-1.79%
30 Sep, 23	196	-0.51%	97,423,468	3.29%	82.94%	1.26%	105	-3.67%	56	5.66%
30 Jun, 23	197	13.87%	94,318,655	0.68%	81.12%	1.25%	109	13.54%	53	26.19%
31 Mar, 23	173	13.82%	93,680,314	0.25%	80.57%	1.23%	96	15.66%	42	-2.33%
31 Dec, 22	152	18.75%	93,445,545	0.86%	80.98%	1.24%	83	18.57%	43	22.86%
30 Sep, 22	128	4.92%	92,651,348	150.56%	80.95%	1.83%	70	-5.41%	35	-2.78%
30 Jun, 22	122	2.52%	36,977,404	-1.84%	66.48%	1.37%	74	-10.84%	36	50.00%
31 Mar, 22	119	-11.85%	37,671,956	-4.21%	69.58%	1.32%	83	-38.52%	24	-
31 Dec, 21	135	-	39,325,663	-	72.63%	-	135	-	-	-

Fluence Energy Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 15, 2024	BULLS HERMAN E	director	-	P-Purchase	Buy	10,000	$16.81	$168.14K	65,861
Jun 14, 2024	Zahurancik John	officer	SVP and President, Americas	S-Sale	Sell	25,000	$24.22	$605.50K	96,005

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 15, 2024	BULLS HERMAN E	director	-	P-Purchase	Buy	10,000	$16.81	$168.14K	65,861

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 19, 2024	Williams Peter Bennett	officer	SVP & CSCMO	M-Exempt	Sell	8,589	-	-	17,176
Jul 19, 2024	Williams Peter Bennett	officer	SVP & CSCMO	F-InKind	Sell	3,416	$17.01	$58.11K	5,173
Jun 14, 2024	Zahurancik John	officer	SVP and President, Americas	M-Exempt	Sell	25,000	$2.45	$61.25K	380,674
Jun 14, 2024	Zahurancik John	officer	SVP and President, Americas	S-Sale	Sell	25,000	$24.22	$605.50K	96,005
Apr 30, 2024	Zahurancik John	officer	SVP and President, Americas	F-InKind	Sell	13,890	$16.85	$234.05K	96,005
Apr 30, 2024	Zahurancik John	officer	SVP and President, Americas	M-Exempt	Sell	45,863	-	-	-
Apr 30, 2024	Boll Rebecca	officer	SVP & Chief Product Officer	F-InKind	Sell	12,097	$16.85	$203.83K	82,008
Apr 30, 2024	Boll Rebecca	officer	SVP & Chief Product Officer	M-Exempt	Sell	40,932	-	-	-
Mar 22, 2024	Arnold Cynthia A	director	-	M-Exempt	Sell	10,926	-	-	-
Mar 22, 2024	von Heynitz Harald	director	-	M-Exempt	Sell	10,926	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	BULLS HERMAN E	director	-	P-Purchase	Buy	10,000	$16.81	$168.14K	65,861
Jul 19, 2024	Williams Peter Bennett	officer	SVP & CSCMO	M-Exempt	Sell	8,589	-	-	17,176
Jul 19, 2024	Williams Peter Bennett	officer	SVP & CSCMO	M-Exempt	Buy	8,589	-	-	8,589
Jul 19, 2024	Williams Peter Bennett	officer	SVP & CSCMO	F-InKind	Sell	3,416	$17.01	$58.11K	5,173
Jun 14, 2024	Zahurancik John	officer	SVP and President, Americas	M-Exempt	Sell	25,000	$2.45	$61.25K	380,674
Jun 14, 2024	Zahurancik John	officer	SVP and President, Americas	M-Exempt	Buy	25,000	$2.45	$61.25K	121,005
Jun 14, 2024	Zahurancik John	officer	SVP and President, Americas	S-Sale	Sell	25,000	$24.22	$605.50K	96,005
Apr 30, 2024	Zahurancik John	officer	SVP and President, Americas	M-Exempt	Buy	45,863	-	-	109,895
Apr 30, 2024	Zahurancik John	officer	SVP and President, Americas	F-InKind	Sell	13,890	$16.85	$234.05K	96,005
Apr 30, 2024	Zahurancik John	officer	SVP and President, Americas	M-Exempt	Sell	45,863	-	-	-
Apr 30, 2024	Boll Rebecca	officer	SVP & Chief Product Officer	M-Exempt	Buy	40,932	-	-	94,105
Apr 30, 2024	Boll Rebecca	officer	SVP & Chief Product Officer	F-InKind	Sell	12,097	$16.85	$203.83K	82,008
Apr 30, 2024	Boll Rebecca	officer	SVP & Chief Product Officer	M-Exempt	Sell	40,932	-	-	-
Mar 22, 2024	Arnold Cynthia A	director	-	M-Exempt	Buy	10,926	-	-	31,861
Mar 22, 2024	Arnold Cynthia A	director	-	A-Award	Buy	11,341	-	-	11,341
Mar 22, 2024	Arnold Cynthia A	director	-	M-Exempt	Sell	10,926	-	-	-
Mar 22, 2024	von Heynitz Harald	director	-	M-Exempt	Buy	10,926	-	-	22,861
Mar 22, 2024	von Heynitz Harald	director	-	A-Award	Buy	11,341	-	-	11,341
Mar 22, 2024	von Heynitz Harald	director	-	M-Exempt	Sell	10,926	-	-	-
Mar 22, 2024	Fessenden Elizabeth Anne	director	-	M-Exempt	Buy	10,926	-	-	21,861

The last insider sell of Fluence Energy's stock was made by Williams Peter Bennett on Jul 19 2024, selling 8,589 shares at - per share (valued at -). The last insider buy of FLNC was made by BULLS HERMAN E on Aug 15 2024, buying 10,000 shares at $16.81 per share (worth $168.14K).

Fluence Energy Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	2	2	100.00%
Q2 2024	3	6	50.00%
Q1 2024	12	4	300.00%
Q4 2023	11	9	122.22%
Q3 2023	4	6	66.67%
Q2 2023	2	4	50.00%
Q1 2023	9	7	128.57%
Q4 2022	4	4	100.00%
Q3 2022	5	7	71.43%
Q2 2022	5	5	100.00%
Q1 2022	13	-	-
Q4 2021	10	6	166.67%

2 total buy trades, and 2 total sell trades (buy/sell ratio of 1.00%) were made by Fluence Energy's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	-	-
Q2 2024	-	1	-
Q1 2024	2	-	-
Q4 2023	-	3	-
Q3 2023	-	-	-
Q2 2023	-	1	-
Q1 2023	-	2	-
Q4 2022	-	-	-
Q3 2022	1	3	33.33%
Q2 2022	2	1	200.00%
Q1 2022	9	-	-
Q4 2021	6	-	-

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Fluence Energy's stocks.

Fluence Energy Peer Ownership

Ticker	Company
AMPS	Altus Power, Inc.
RNW	ReNew Energy Global Plc
HLGN	Heliogen, Inc.
ORA	Ormat Technologies, Inc.
ENLT	Enlight Renewable Energy Ltd
HTOO	Fusion Fuel Green PLC
NRGV	Energy Vault Holdings, Inc.
AZRE	Azure Power Global Limited

FLNC Ownership FAQ

Who Owns Fluence Energy?

Fluence Energy is owned by institutional shareholders (86.36%), insiders (31.18%), and public (-17.54%). The largest institutional shareholder of Fluence Energy is SIEMENS AG (31.33% of total shares) and the top mutual fund owner is Cushing NextGen Infrastructure Income Fund (0.98% of total shares).

Who are the major institutional shareholders of Fluence Energy?

Fluence Energy's major institutional shareholders are SIEMENS AG, SIEMENS PENSION TRUST E V, VANGUARD GROUP INC, BLACKROCK INC., and HANDELSBANKEN FONDER AB. The top five shareholders own together 52.30% of the company's share outstanding.

How many Fluence Energy shareholders are there?

As of Jun 2024, there are 236 institutional shareholders of Fluence Energy.

What percentage of Fluence Energy is owned by SIEMENS AG?

SIEMENS AG owns 39.74M shares of Fluence Energy, representing 31.33% of the company's total shares outstanding, valued at $689.06M (as of Jun 2024).

What percentage of Fluence Energy is owned by SIEMENS PENSION TRUST E V?

As of Jun 2024, SIEMENS PENSION TRUST E V holds 11.76M shares of Fluence Energy (FLNC), compromising 9.27% of the company, valued at $203.94M.

What percentage of Fluence Energy is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of Fluence Energy. The company owns 6.1M of the company's shares outstanding (worth $105.74M).