Bank of Montreal
FLNC icon

Bank of Montreal’s Fluence Energy FLNC Stock Holding History

Bank of Montreal’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 		$2.72M Buy
+136,739
New +$2.54M ﹤0.01% 1608
2025
Q2 		– Sell
-13,232
Closed -$64.2K – 3587
2025
Q1 		$64.2K Sell
13,232
-65,718
-83% -$629K ﹤0.01% 3016
2024
Q4 		$1.25M Buy
78,950
+46,376
+142% +$908K ﹤0.01% 1765
2024
Q3 		$747K Buy
32,574
+18,292
+128% +$331K ﹤0.01% 2183
2024
Q2 		$290K Sell
14,282
-15,358
-52% -$295K ﹤0.01% 2759
2024
Q1 		$611K Buy
+29,640
New +$542K ﹤0.01% 2305
2022
Q2 		– Sell
-12,834
Closed -$171K – 4193
2022
Q1 		$171K Buy
12,834
+4,501
+54% +$75.5K ﹤0.01% 3513
2021
Q4 		$292K Buy
+8,333
New +$284K ﹤0.01% 2741

Other funds holding FLNC

SPT
Siemens Pension Trust Munich Germany, Germany $431M AUM 196.27% 1-Year Est. Return
S
Siemens Munich, Germany $494M AUM 234.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of Montreal's FLNC Position: Q2 2026 in Review

Bank of Montreal opened a new position in Fluence Energy (FLNC) in Q2 2026: 136,739 shares worth $2.72M. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in FLNC as recently as Q1 2025.

Bank of Montreal first reported a position in FLNC in Q4 2021 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Bank of Montreal held 136,739 shares of Fluence Energy worth $2.72M as of Q2 2026.
  • Fluence Energy was a new Bank of Montreal position in Q2 2026.
  • Fluence Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1608 holding.
  • Bank of Montreal first reported a position in Fluence Energy in Q4 2021 and has held it in 8 quarters since.
  • 299 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.