Atria Investments’s Fluence Energy FLNC Stock Holding History

Atria Investments’s Portfolio FLNC Stock Details FLNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-22,196	Closed	-$305K	–	2170
2026 Q1	$305K	Sell	22,196 -1,694	-7%	-$34K	﹤0.01%	1746
2025 Q4	$473K	Sell	23,890 -5,765	-19%	-$109K	0.01%	1487
2025 Q3	$320K	Sell	29,655 -1,067	-3%	-$8.92K	﹤0.01%	1685
2025 Q2	$206K	Buy	+30,722	New	+$146K	﹤0.01%	1915

Other funds holding FLNC

SPT

Siemens Pension Trust Munich Germany, Germany $431M AUM 196.27% 1-Year Est. Return

Siemens Munich, Germany $494M AUM 234.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Atria Investments's FLNC Position: Q2 2026 in Review

Atria Investments sold out of Fluence Energy (FLNC) in Q2 2026, closing a stake of 22,196 shares — an estimated $305K sold.

Atria Investments first reported a position in FLNC in Q2 2025 and held it in 4 quarters. The position peaked at $473K in Q4 2025. 299 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

Atria Investments reported no remaining Fluence Energy position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 22,196 Fluence Energy shares in Q2 2026, an estimated $305K.
Atria Investments first reported a position in Fluence Energy in Q2 2025 and held it in 4 quarters.
Atria Investments's Fluence Energy position peaked at $473K in Q4 2025.
299 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.