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BANK OF MONTREAL /CAN/

Bank

Position in FLNC — Fluence Energy, Inc.

CIK 927971 TORONTO, A6

Position in FLNC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,718,369
+$2,654,195 QoQ
Shares Held
136,739
+933.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 297 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in FLNC Over Time

Shares Held

Position Value (USD)

Derivatives in FLNC

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$2,982,000
PutShares
150,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Renewable

Utilities · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $364,536,208 across 7 Utilities - Renewable names. FLNC ranks #6 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 FLNC
Fluence Energy, Inc.
This page
136,739 $2,718,369

All Filings in FLNC

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,718,369 136,739
2026-06-30 $2,982,000 150,000
2025-03-31 $64,174 13,232
2024-12-31 $1,253,724 78,950
2024-09-30 $739,754 32,574
2024-06-30 $247,648 14,282
2024-03-31 $513,957 29,640
2022-03-31 $168,253 12,834
2021-12-31 $296,320 8,333