CWM, LLC

Position in FLNC — Fluence Energy, Inc.

CIK 1535847 OMAHA, NE

Position in FLNC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$479,343

-$226,011 QoQ

Shares Held

34,836

-2.3% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 2.7241933631875073.ToString("F0")% Shared 0.ToString("F0")% None 97.27580663681249.ToString("F0")%

Utilities · as of Mar 31, 2026

CWM, LLC holds $1,098,050 across 13 Utilities - Renewable names. FLNC ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLNC	Fluence Energy, Inc. This page	34,836	$479,343
2	BEPC	Brookfield Renewable Corp	6,335	$252,323
3	ORA	Ormat Technologies, Inc.	1,318	$147,510
4	CWEN	Clearway Energy, Inc.	3,232	$126,985
5	AXIA	AXIA Energia S.A.	4,211	$47,500
6	NXXT	Nextnrg, Inc.	60,404	$24,161
7	XIFR	XPLR Infrastructure, LP	1,143	$12,138
8	VGAS	Verde Clean Fuels, Inc.	1,318	$2,227

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$479,343	34,836	-2.3%	Shares	Sole	2026-05-14
2025-12-31	$705,354	35,660	+0.5%	Shares	Sole	2026-01-26
2025-09-30	$383,184	35,480	-7.5%	Shares	Sole	2025-10-15
2025-06-30	$257,509	38,377	-5.5%	Shares	Sole	2025-07-25
2025-03-31	$197,060	40,631	+4842.9%	Shares	Sole	2025-05-01
2024-12-31	$13,053	822	-71.1%	Shares	Sole	2025-02-04
2024-09-30	$64,541	2,842	+164.4%	Shares	Sole	2024-10-08
2024-06-30	$18,640	1,075	+25.9%	Shares	Sole	2024-07-10
2024-03-31	$14,808	854	+290.0%	Shares	Sole	2024-04-05
2023-12-31	$5,223	219	-14.8%	Shares	Sole	2024-02-01
2023-09-30	$5,908	257	+24.2%	Shares	Sole	2023-10-11
2023-06-30	$5,514	207	0.0%	Shares	Sole	2023-08-03
2023-03-31	$4,191	207	0.0%	Shares	Sole	2023-05-01
2022-12-31	$3,550	207	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.