UBS Group
FLNC icon

UBS Group’s Fluence Energy FLNC Stock Holding History

UBS Group’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 		$26.2M Buy
1,315,427
+71,532
+6% +$1.33M ﹤0.01% 2413
2026
Q1 		$17.1M Sell
1,243,895
-1,381,983
-53% -$27.7M ﹤0.01% 2768
2025
Q4 		$51.9M Buy
2,625,878
+979,923
+60% +$18.5M 0.01% 1589
2025
Q3 		$17.8M Sell
1,645,955
-1,251,195
-43% -$10.5M ﹤0.01% 2700
2025
Q2 		$19.4M Sell
2,897,150
-1,184,188
-29% -$5.64M ﹤0.01% 2391
2025
Q1 		$19.8M Buy
4,081,338
+2,718,201
+199% +$26M ﹤0.01% 2337
2024
Q4 		$21.6M Buy
1,363,137
+303,331
+29% +$5.94M ﹤0.01% 2237
2024
Q3 		$24.1M Buy
1,059,806
+442,973
+72% +$8.01M 0.01% 1676
2024
Q2 		$10.7M Buy
616,833
+77,635
+14% +$1.49M ﹤0.01% 2160
2024
Q1 		$9.35M Buy
539,198
+298,494
+124% +$5.46M ﹤0.01% 2332
2023
Q4 		$5.74M Buy
240,704
+171,801
+249% +$3.62M ﹤0.01% 2648
2023
Q3 		$1.58M Sell
68,903
-7,536
-10% -$194K ﹤0.01% 3678
2023
Q2 		$2.04M Buy
76,439
+38,799
+103% +$868K ﹤0.01% 3503
2023
Q1 		$762K Sell
37,640
-14,607
-28% -$290K ﹤0.01% 4348
2022
Q4 		$896K Buy
52,247
+14,598
+39% +$230K ﹤0.01% 4178
2022
Q3 		$550K Buy
37,649
+6,376
+20% +$96.3K ﹤0.01% 4250
2022
Q2 		$297K Sell
31,273
-39,085
-56% -$380K ﹤0.01% 4628
2022
Q1 		$923K Buy
70,358
+41,920
+147% +$703K ﹤0.01% 4178
2021
Q4 		$1.01M Buy
+28,438
New +$971K ﹤0.01% 4389

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 $3.37T AUM 44.26% 1-Year Est. Return

UBS Group's FLNC Position: Q2 2026 in Review

UBS Group increased its Fluence Energy (FLNC) stake by 5.8% in Q2 2026, buying an estimated $1.33M and bringing the position to 1,315,427 shares worth $26.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

UBS Group first reported a position in FLNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $51.9M in Q4 2025. 300 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • UBS Group held 1,315,427 shares of Fluence Energy worth $26.2M as of Q2 2026.
  • UBS Group bought 71,532 Fluence Energy shares in Q2 2026, an estimated $1.33M.
  • Fluence Energy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2413 holding.
  • UBS Group first reported a position in Fluence Energy in Q4 2021 and has held it in 19 quarters since.
  • UBS Group's Fluence Energy position peaked at $51.9M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.