Fluence Energy, Inc.
MX ˙ BMV ˙ US34379V1035
SecurityMX:FLNC / Fluence Energy, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,131,277 shares
Latest Disclosed Value $ 29,326,393
Morgan Stanley reports 40.43% increase in ownership of FLNC / Fluence Energy, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,131,277 shares of Fluence Energy, Inc. (MX:FLNC) valued at $29,326,393 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,517,703 shares of Fluence Energy, Inc.. This represents a change in shares of 40.43% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F FLUENCE ENERGY COM CL A 34379V103 2,131,277 613,574 40.43 29,326 -2.31 0.0018
2026-05-27 2025-12-31 13F/A-1 FLUENCE ENERGY COM CL A 34379V103 1,517,703 281,110 22.73 30,020 124.78 0.0018
2026-02-13 2025-12-31 13F FLUENCE ENERGY COM CL A 34379V103 1,517,703 281,110 30,020 0.0018
2026-05-27 2025-09-30 13F/A-1 FLUENCE ENERGY COM CL A 34379V103 1,236,593 -399,445 -24.42 13,355 21.66 0.0008
2025-11-14 2025-09-30 13F FLUENCE ENERGY COM CL A 34379V103 1,236,593 -399,445 13,355 0.0008
2025-08-15 2025-06-30 13F FLUENCE ENERGY COM CL A 34379V103 1,636,038 -260,354 -13.73 10,978 19.35 0.0007
2025-05-15 2025-03-31 13F FLUENCE ENERGY COM CL A 34379V103 1,896,392 1,004,758 112.69 9,198 -35.04 0.0007
2025-05-15 2024-12-31 13F/A-1 FLUENCE ENERGY COM CL A 34379V103 891,634 -308,020 -25.68 14,159 -48.03 0.0010
2025-02-14 2024-12-31 13F FLUENCE ENERGY COM CL A 34379V103 891,634 -308,020 14,159 0.0010
2025-05-14 2024-09-30 13F/A-2 FLUENCE ENERGY COM CL A 34379V103 1,199,654 -94,740 -7.32 27,244 21.39 0.0020
2025-02-14 2024-09-30 13F/A-1 FLUENCE ENERGY COM CL A 34379V103 1,199,654 -94,740 27,244 0.0020
2024-11-14 2024-09-30 13F FLUENCE ENERGY COM CL A 34379V103 1,199,654 -94,740 27,244 0.0020
2025-05-14 2024-06-30 13F/A-2 FLUENCE ENERGY COM CL A 34379V103 1,294,394 586,474 82.84 22,445 82.84 0.0017
2024-10-17 2024-06-30 13F/A-1 FLUENCE ENERGY COM CL A 34379V103 1,294,394 586,474 22,445 0.0017
2024-08-14 2024-06-30 13F FLUENCE ENERGY COM CL A 34379V103 1,294,394 586,474 22,445 0.0017
2024-10-17 2024-03-31 13F/A-2 FLUENCE ENERGY COM CL A 34379V103 707,920 -659,715 -48.24 12,275 -62.37 0.0010
2024-08-16 2024-03-31 13F/A-1 FLUENCE ENERGY COM CL A 34379V103 707,920 -659,715 12,275 0.0010
2024-05-15 2024-03-31 13F FLUENCE ENERGY COM CL A 34379V103 707,920 -659,715 12,275 0.0010
2024-08-16 2023-12-31 13F/A-1 FLUENCE ENERGY COM CL A 34379V103 1,367,635 449,325 48.93 32,618 54.51 0.0029
2024-02-13 2023-12-31 13F FLUENCE ENERGY COM CL A 34379V103 1,367,635 449,325 32,618 0.0029
2023-11-15 2023-09-30 13F FLUENCE ENERGY COM CL A 34379V103 918,310 4,968 0.54 21,112 -13.23 0.0021
2023-08-14 2023-06-30 13F FLUENCE ENERGY COM CL A 34379V103 913,342 248,892 37.46 24,331 80.83 0.0024
2023-05-15 2023-03-31 13F FLUENCE ENERGY COM CL A 34379V103 664,450 115,268 20.99 13,455 42.86 0.0014
2023-02-14 2022-12-31 13F FLUENCE ENERGY COM CL A 34379V103 549,182 -58,821 -9.67 9,418 6.17 0.0011
2022-11-14 2022-09-30 13F FLUENCE ENERGY COM CL A 34379V103 608,003 54,795 9.90 8,871 69.16 0.0012
2022-10-27 2022-06-30 13F/A-1 FLUENCE ENERGY COM CL A 34379V103 553,208 206,007 59.33 5,244 15.23 0.0007
2022-08-15 2022-06-30 13F FLUENCE ENERGY COM CL A 34379V103 553,208 206,007 5,244 0.0001
2022-10-27 2022-03-31 13F/A-1 FLUENCE ENERGY COM CL A 34379V103 347,201 -44,945 -11.46 4,551 -67.36 0.0006
2022-05-13 2022-03-31 13F FLUENCE ENERGY COM CL A 34379V103 347,201 -44,945 4,551 0.0006
2022-02-14 2021-12-31 13F FLUENCE ENERGY COM CL A 34379V103 392,146 392,146 13,945 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.