AI
FLNC icon

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
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 $437M AUM 183.71% 1-Year Est. Return
S
Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Investments's FLNC Position: Q1 2026 in Review

Atria Investments reduced its Fluence Energy (FLNC) stake by 7.1% in Q1 2026, selling an estimated $34K and leaving 22,196 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Atria Investments first reported a position in FLNC in Q2 2025 and has held it in 4 quarters since. The position peaked at $473K in Q4 2025. 257 funds tracked by Wall St. Rank hold FLNC as of Q1 2026.

  • Atria Investments held 22,196 shares of Fluence Energy worth $305K as of Q1 2026.
  • Atria Investments sold 1,694 Fluence Energy shares in Q1 2026, an estimated $34K.
  • Fluence Energy made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1746 holding.
  • Atria Investments first reported a position in Fluence Energy in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's Fluence Energy position peaked at $473K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Fluence Energy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.