Fluence Energy Inc FLNC
UTILITIES - RENEWABLE with price history, portfolio records, theme ratings, and research entries from the IntraAlpha data layer.
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-04-23T00:00:00. Position gain/loss: -20.1%.
51 trade records · 0 option records · 2025-10-27 → 2026-04-24Fluence is a top-3 global battery energy storage integrator (2 in U.S. and Germany). Benefits from first-mover domestic content compliance and Siemens/AES parentage credibility. However, battery storage integration is commoditizing with new entrants…
Fluence operates an Arizona enclosure manufacturing facility but is primarily a systems integrator — it doesn't manufacture battery cells. Physical assets are assembly/integration facilities, not the core battery technology.
Growth. Siemens/AES-backed 2 position captures accelerating U.S. grid storage mandates as Arizona manufacturing scales domestic content compliance ahead of competitors. Primary assets. Arizona enclosure manufacturing facility, Siemens/AES strategic…
Append-only ticker entries from the internal coverage database.
- SW 15 : HW 85
Growth. Siemens/AES-backed 2 position captures accelerating U.S. grid storage mandates as Arizona manufacturing scales domestic content compliance ahead of competitors. Primary assets. Arizona enclosure manufacturing facility, Si…
- Moderate
Fluence operates an Arizona enclosure manufacturing facility but is primarily a systems integrator — it doesn't manufacture battery cells. Physical assets are assembly/integration facilities, not the core battery technology.
- Narrow
Fluence is a top-3 global battery energy storage integrator (2 in U.S. and Germany). Benefits from first-mover domestic content compliance and Siemens/AES parentage credibility. However, battery storage integration is commoditizi…
Fluence is a top-3 global battery energy storage integrator (2 in U.S. and Germany). Benefits from first-mover domestic content compliance and Siemens/AES parentage credibility. However, battery storage integration is commoditizing with new entrants and vertically integrated players (Tesla Energy, BYD, CATL).
Fluence operates an Arizona enclosure manufacturing facility but is primarily a systems integrator — it doesn't manufacture battery cells. Physical assets are assembly/integration facilities, not the core battery technology.
- manual · sw-hw
Growth. Siemens/AES-backed 2 position captures accelerating U.S. grid storage mandates as Arizona manufacturing scales domestic content compliance ahead of competitors. Primary assets. Arizona enclosure manufacturing facility, Si…
- manual · physical-assets
Fluence operates an Arizona enclosure manufacturing facility but is primarily a systems integrator — it doesn't manufacture battery cells. Physical assets are assembly/integration facilities, not the core battery technology.
- manual · moat
Fluence is a top-3 global battery energy storage integrator (2 in U.S. and Germany). Benefits from first-mover domestic content compliance and Siemens/AES parentage credibility. However, battery storage integration is commoditizi…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-04-24 | SELL | Equity | +100% |
| 2026-04-24 | SELL | Equity | +8% |
| 2026-04-24 | SELL | Equity | +9% |
| 2026-04-23 | SELL | Equity | +10% |
| 2026-04-21 | SELL | Equity | +2% |
| 2026-04-21 | SELL | Equity | +11% |
| 2026-04-21 | SELL | Equity | +1% |
| 2026-04-20 | SELL | Equity | +2% |
| 2026-04-14 | SELL | Equity | +8% |
| 2026-04-14 | SELL | Equity | +11% |
| 2026-02-18 | BUY | Equity | +18% |
| 2026-02-18 | BUY | Equity | +11% |
| 2026-02-13 | BUY | Equity | +13% |
| 2026-02-06 | BUY | Equity | +18% |
| 2026-02-05 | BUY | Equity | +36% |
| 2026-02-05 | BUY | Equity | +9% |
| 2026-01-27 | BUY | Equity | +11% |
| 2026-01-22 | BUY | Equity | +11% |
| 2026-01-16 | BUY | Equity | +2% |
| 2026-01-09 | BUY | Equity | +0% |
| 2026-01-09 | BUY | Equity | +0% |
| 2026-01-08 | BUY | Equity | +1% |
| 2026-01-08 | BUY | Equity | +0% |
| 2026-01-07 | BUY | Equity | +4% |