Mezzasalma Advisors’s Fluence Energy FLNC Stock Holding History

Mezzasalma Advisors’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
2025 Q1	–	Sell	-13,928	Closed	-$221K	–	149
2024 Q4	$221K	Buy	+13,928	New	+$273K	0.07%	133

Other funds holding FLNC

Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return

SPT

Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Mezzasalma Advisors's FLNC Position: Q1 2025 in Review

Mezzasalma Advisors sold out of Fluence Energy (FLNC) in Q1 2025, closing a stake of 13,928 shares — an estimated $221K sold.

Mezzasalma Advisors first reported a position in FLNC in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 224 funds tracked by Wall St. Rank hold FLNC as of Q1 2025.

Mezzasalma Advisors reported no remaining Fluence Energy position as of Q1 2025 after selling out during the quarter.
Mezzasalma Advisors sold 13,928 Fluence Energy shares in Q1 2025, an estimated $221K.
Mezzasalma Advisors first reported a position in Fluence Energy in Q4 2024 and held it in 1 quarter.
Mezzasalma Advisors's Fluence Energy position peaked at $221K in Q4 2024.
224 funds tracked by Wall St. Rank held Fluence Energy as of Q1 2025.

Based on Mezzasalma Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.