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Siemens unit SPT Holding shifts 20,462,735 Fluence (NASDAQ: FLNC) shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Fluence Energy, Inc. major shareholder SPT Holding Sarl, a Siemens-affiliated entity, reported an internal restructuring transaction involving 20,462,735 shares of Class A Common Stock at a stated price of $0.00 per share. After this transaction, SPT Holding Sarl directly holds 1,231,982 shares.

Footnotes explain that the shares were transferred to Siemens Pension-Trust e.V., which wholly owns SPT Holding Sarl, and that the transfer was exempt under Rule 16a-13. The disclosure states this transfer does not change the aggregate number of Fluence Class A shares beneficially owned by Siemens Pension-Trust e.V., Siemens AG and their subsidiaries.

Positive

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Insider SPT Holding Sarl
Role null
Type Security Shares Price Value
Other Class A Common Stock 20,462,735 $0.00 --
Holdings After Transaction: Class A Common Stock — 1,231,982 shares (Direct, null)
Footnotes (1)
  1. Reflects shares transferred to Siemens Pension-Trust e.V., which wholly owns SPT Holding Sarl. The transfer was exempt from reporting by SPT Holding, SARL, Siemens Pension-Trust e.V., Siemens AG and their affiliates under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Such transfer does not represent any change to the aggregate number of shares of Issuer Class A Common Stock beneficially owned by Siemens Pension-Trust e.V., Siemens AG and its subsidiaries. These shares are directly owned by SPT Holding Sarl. SPT Holding Sarl is a wholly owned subsidiary of Siemens Pension-Trust e.V. Siemens AG is an affiliate of Siemens Pension-Trust e.V. and may be deemed to share beneficial ownership of the shares of Class A Common Stock beneficially owned by Siemens Pension-Trust e.V.
Shares transferred in restructuring 20,462,735 shares Internal transaction coded J on 2026-07-06
Transaction price per share $0.00 per share Reported for Class A Common Stock transfer
Shares held after transaction 1,231,982 shares Direct Class A Common Stock ownership post-transaction
Restructuring-designated shares 20,462,735 shares Classified as restructuring in transaction summary
Rule 16a-13 regulatory
"The transfer was exempt from reporting ... under Rule 16a-13 of the Securities Exchange Act of 1934"
beneficially owned financial
"does not represent any change to the aggregate number of shares ... beneficially owned by Siemens Pension-Trust e.V., Siemens AG and its subsidiaries"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Class A Common Stock financial
"Such transfer does not represent any change to the aggregate number of shares of Issuer Class A Common Stock beneficially owned"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
wholly owned subsidiary financial
"These shares are directly owned by SPT Holding Sarl. SPT Holding Sarl is a wholly owned subsidiary of Siemens Pension-Trust e.V."
A wholly owned subsidiary is a company whose entire ownership is held by another company (the parent), so the parent controls decisions, operations, and finances. Think of it as a fully controlled branch that runs as its own legal entity but whose results flow straight into the parent’s financial statements; investors watch these structures because they affect consolidated revenue, risk exposure, and how profits, liabilities, and cash flow are allocated across the corporate group.
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FAQ

What did SPT Holding Sarl report in this Form 4 for FLNC?

SPT Holding Sarl reported an internal restructuring transaction involving 20,462,735 shares of Fluence Energy Class A Common Stock. The event is categorized as an "other" transaction rather than a standard open-market buy or sell.

How many Fluence (FLNC) shares does SPT Holding Sarl hold after this transaction?

Following the restructuring transaction, SPT Holding Sarl directly holds 1,231,982 shares of Fluence Energy Class A Common Stock. This post-transaction balance is disclosed as the total number of shares owned directly after the reported event.

Does this SPT Holding Sarl transaction change Siemens’ overall Fluence (FLNC) ownership?

The disclosure states the transfer does not change the aggregate number of Fluence Class A shares beneficially owned by Siemens Pension-Trust e.V., Siemens AG and their subsidiaries. It reflects an internal transfer within related Siemens entities.

Who ultimately owns the Fluence (FLNC) shares held by SPT Holding Sarl?

Footnotes state SPT Holding Sarl is wholly owned by Siemens Pension-Trust e.V.. Siemens AG is an affiliate of Siemens Pension-Trust e.V. and may be deemed to share beneficial ownership of the Class A Common Stock held through this structure.

At what price were the 20,462,735 Fluence (FLNC) shares transferred?

The Form 4 lists a transaction price per share of $0.00 for the 20,462,735 Class A shares. This aligns with the characterization of the event as an internal restructuring transaction rather than an arm’s-length market purchase or sale.

Why was the SPT Holding Sarl Fluence (FLNC) transfer exempt from certain reporting?

The footnotes explain the transfer to Siemens Pension-Trust e.V. was exempt under Rule 16a-13 of the Exchange Act. This rule can exempt certain internal transfers that do not change a group’s overall beneficial ownership of the issuer’s securities.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
X
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
SPT Holding Sarl

(Last)(First)(Middle)
21 RUE EDMOND REUTER

(Street)
CONTERNLUXEMBOURG5326

(City)(State)(Zip)

LUXEMBOURG

(Country)
2. Issuer Name and Ticker or Trading Symbol
Fluence Energy, Inc. [ FLNC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
DirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/06/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock07/06/2026J(1)20,462,735D(1)1,231,982D(2)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Reflects shares transferred to Siemens Pension-Trust e.V., which wholly owns SPT Holding Sarl. The transfer was exempt from reporting by SPT Holding, SARL, Siemens Pension-Trust e.V., Siemens AG and their affiliates under Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Such transfer does not represent any change to the aggregate number of shares of Issuer Class A Common Stock beneficially owned by Siemens Pension-Trust e.V., Siemens AG and its subsidiaries.
2. These shares are directly owned by SPT Holding Sarl. SPT Holding Sarl is a wholly owned subsidiary of Siemens Pension-Trust e.V. Siemens AG is an affiliate of Siemens Pension-Trust e.V. and may be deemed to share beneficial ownership of the shares of Class A Common Stock beneficially owned by Siemens Pension-Trust e.V.
SPT HOLDING SARL, By: /s/ Thomas Gruenewald, Name: Thomas Gruenewald, Title: CEO07/08/2026
By: /s/ Christoph Justen, Name: Christoph Justen, Title: Authorized Signatory07/08/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)