Ricardo Roizen was named Chief Financial Officer of Fluence Energy, Inc. As of November 6, 2026, Fluence Energy, Inc. has reported 4 leadership change filings to the SEC under Item 5.02 of Form 8-K, from June 5, 2026 to November 2, 2026, naming 3 appointments and 1 departure (Form 8-K, November 2, 2026).
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Key facts
- · In / out: Out · Person: Axel Meier · Role: Director · 8-K, 2026-11-02
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-09-16
- · In / out: In · Person: Stephan May · Role: Director · 8-K, 2026-09-01
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-06-05
Fluence Energy, Inc. reported changes in 4 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-06-05 to 2026-11-02. They name 3 people, with 3 appointments and 1 departure. Every row below is cited to the filing it comes from, and this page adds each new change as Fluence Energy, Inc. files it.
Also on the record for Fluence Energy, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 10, 2026 | Stake report, Schedule 13G/A, by Siemens AG | 29.3% of the class | 5%+ stakes | Source |
| May 19, 2026 | Stake report, Schedule 13D/A, by Qatar Investment Authority | 8.9% of the class | 5%+ stakes | Source |
| May 19, 2026 | Stake report, Schedule 13G/A, by Qatar Investment Authority | 8.3% of the class | 5%+ stakes | Source |
| May 18, 2026 | Stake report, Schedule 13D, by Qatar Investment Authority | 8.9% of the class | 5%+ stakes | Source |
| May 18, 2026 | Stake report, Schedule 13G/A, by The AES Corporation | 22.48% of the class | 5%+ stakes | Source |
| February 9, 2026 | Stake report, Schedule 13G/A, by Siemens AG | 38.9% of the class | 5%+ stakes | Source |
| November 14, 2025 | Stake report, Schedule 13G/A, by BANK OF AMERICA CORP /DE/ | 2.9% of the class | 5%+ stakes | Source |
| August 13, 2025 | Stake report, Schedule 13G, by BANK OF AMERICA CORP /DE/ | 5.6% of the class | 5%+ stakes | Source |
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More on Fluence Energy, Inc. and the records around it.
Fluence Energy, Inc. elsewhere on the record
- 5%+ stake filings Aug 2026
- Who owns it
Companies that share a holder
- Qatar Investment Authority also filed stake reports on 11 other companies: Aspen Neuroscience, Inc. (Nov 2026), Global Business Travel Group, Inc. (Sep 2026), Nanobiotix SA (Jul 2026)
- BANK OF AMERICA CORP /DE/ also filed stake reports on 74 other companies: BlackRock 2037 Municipal Target Term Trust (Nov 2026), TRIMAS CORP (Nov 2026), PIMCO CALIFORNIA MUNICIPAL INCOME FUND (Nov 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-11-02 | Out | Director | 8-K, 2026-11-02 | ||
| 2026-11-02 | In | Chief Financial Officer | 8-K, 2026-11-02 | ||
| 2026-09-16 | Reported | not named in the filing | 8-K, 2026-09-16 | ||
| 2026-09-01 | In | Director | 8-K, 2026-09-01 | ||
| 2026-09-01 | In | Chief Executive Officer | 8-K, 2026-09-01 | ||
| 2026-06-05 | Reported | not named in the filing | 8-K, 2026-06-05 |
Who leads Fluence Energy, Inc., as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Financial Officer: Ricardo Roizen, appointed (filed 2026-11-02).
- Director: Axel Meier, departure reported (filed 2026-11-02). No successor is named in these filings.
- Chief Executive Officer: Stephan May, appointed (filed 2026-09-01).
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Find candidates like Director at Fluence Energy, Inc.Every change, in the filing's words
Departing: Axel Meier, Director
On November 1, 2026, Mr. Meier resigned as a director designee of Siemens Industry and its Permitted Transferees, and each committee of the Board on which he served, including the Compensation and Human Resources Committee and the Finance and Investment Committee.
Appointed: Ricardo Roizen, Chief Financial Officer
On October 30, 2026, the Board also appointed Ricardo Roizen as the Company's interim Chief Financial Officer, replacing Ahmed Pasha upon his departure from the Company, in each case, effective immediately.
- Chief Executive Officer and Chief Financial Officer Transitions On October 30, 2026, Julian Nebreda departed from his position as President and Chief Executive Officer of Fluence Energy, Inc. (the "Company"), effective immediately.
- Mr. Nebreda also resigned from the Company's Board of Directors ("the Board"), effective immediately, which resignation did not result from any disagreement with the Company on any matter relating to the Company's operations, policies or practices.
- Axel Meier, who has served on the Board since January 2020, was appointed by the Board as interim Chief Executive Officer on October 30, 2026, which appointment was effective on November 2, 2026.
- Mr. Meier previously served as a director designee of Siemens Industry, Inc. ("Siemens Industry") and its Permitted Transferees (as defined in the Company's Stockholders Agreement, dated as of October 27, 2021, by and among the Company, Fluence Energy, LLC, Siemens Industry, AES Grid Stability, LLC, and Qatar Holding LLC (as amended and modified from time to time, the "Stockholders Agreement")) pursuant to Siemens Industry's rights under the Stockholders Agreement.
Reported
On September 14, 2026, the Board of Directors (the "Board") of Fluence Energy, Inc. (the "Company", "we" or "our") appointed Mr. Bernerd Da Santos as Executive Vice President and Chief Operating Officer of the Company, and as the Company's principal operating officer, to be effective as of 12:00 a.m.
- Eastern Time on September 15, 2026 (the "Effective Time").
- Mr. Da Santos, a former member of the Board, submitted his resignation from the Board, effective as of 11:59 p.m.
- Prior to Mr. Da Santos' appointment as Executive V ice President and Chief Operating Officer of the Company, Mr. Da Santos, age 62, most recently served as Chairman of the AES Clean Energy Board and Senior Strategic Advisor to the President of The AES Corporation ("AES") from April 2026 to September 14, 2026.
- Prior to joining AES in 2000, Mr. Da Santos held a number of financial leadership positions at EDC.
- Prior to his departure from AES, Mr. Da Santos also served as a member of the boards of IPALCO Enterprises, Inc., AES Andes S.A., and AES Brasil Energia S.A. Mr. Da Santos holds a bachelor's degree with Cum Laude distinction in Business Administration and Public Administration from Universidad Jos Maria Vargas, a bachelor's degree with Cum Laude distinction in Business Management and Finance from Universidad Jos Maria Vargas, and an MBA with Cum Laude distinction from Universidad Jos Maria Vargas.
Appointed: Stephan May, Director
The Board also appointed Mr. May to serve as a member of the Board's Compensation and Human Resources Committee.
Appointed: Stephan May, Chief Executive Officer
Mr. May, Chief Executive Officer of Electrification and Automation at Siemens Smart Infrastructure, was designated as a nominee to the Board by Siemens Industry and its Permitted Transferees (as defined under the Stockholders Agreement) pursuant to their collective right under the Stockholders Agreement to designate for nomination to the Board up to three directors so long as the Siemens Related Parties (as defined in the Stockholders Agreement) beneficially own in the aggregate 20% or more of all issued and outstanding shares of the Company's Class A common stock (including the Underlying Cla
- Mr. May's appointment to the Board fills the vacancy created by Ms. Ruth Gratzke's prior resignation from the Board, at which time Ms. Gratzke had ceased to serve as a director designee of Siemens Industry and its Permitted Transferees, pursuant to Siemens Industry and its Permitted Transferees' director designation right under the Stockholders Agreement.
- As previously disclosed in filings with the Securities and Exchange Commission ("SEC"), Siemens Industry is an indirect subsidiary of Siemens AG.
- Currently, the Company's principal stockholders include Siemens AG, SPT Holding Sarl ("SPT Holding"), and Siemens Pension-Trust e.V. ("Siemens e.V.").
- SPT Holding is a wholly owned subsidiary of Siemens e.V. and as such, Siemens e.V. may be deemed to share beneficial ownership of the shares of the Company's Class A common stock beneficially owned by SPT Holding.
- Siemens AG is an affiliate of Siemens e.V. and as such, may be deemed to share beneficial ownership of the Company's Class A common stock beneficially owned by Siemens e.V. Siemens AG, SPT Holding, and Siemens e.V. have joined as a party to a number of agreements entered into by and among the Company, Siemens Industry, and its other principal stockholders and their respective affiliates which provide a framework for the Company's relationship with these stockholders, including the Stockholders Agreement.
Reported
On June 2, 2026, John Christopher ("Chris") Shelton notified the Board of Directors (the "Board") of Fluence Energy, Inc. (the "Company") of his resignation from the Board, effective as of the close of business on June 3, 2026.
- Mr. Shelton's resignation did not result from any disagreement with the Company on any matter relating to the Company's operations, policies or practices.
- Mr. Da Santos currently serves as Chairman of the AES Clean Energy Board and Senior Strategic Advisor to the President of The AES Corporation ("AES").
- AES Grid Stability designated Mr. Da Santos as a nominee to the Board pursuant to its right under the Stockholders Agreement to designate for nomination to the Board up to three directors so long as the AES Related Parties (as defined in the Stockholders Agreement) beneficially own in the aggregate 20% or more of all issued and outstanding shares of the Company's Class A common stock (including the Underlying Class A Shares (as defined in the Stockholders Agreement)).
- As previously disclosed in the Company's filings with the U.S. Securities and Exchange Commission ("SEC"), AES Grid Stability, an indirect subsidiary of AES, is a principal stockholder of the Company and is party to a number of agreements entered into by and among the Company and its other principal shareholders and their respective affiliates which provide a framework for the Company's relationship with these shareholders, including the Stockholders Agreement.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.