Ameritas Advisory Services’s Fluence Energy FLNC Stock Holding History

Ameritas Advisory Services’s Portfolio FLNC Stock Details FLNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$1.08K	–	1337
2025 Q3	$1.08K	Hold	100	–	–	﹤0.01%	2056
2025 Q2	$671	Buy	+100	New	+$476	﹤0.01%	2673
2023 Q2	–	Sell	-100	Closed	-$2.02K	–	1238
2023 Q1	$2.02K	Buy	+100	New	+$1.99K	﹤0.01%	2384

Other funds holding FLNC

SPT

Siemens Pension Trust Munich Germany, Germany $431M AUM 196.27% 1-Year Est. Return

Siemens Munich, Germany $494M AUM 234.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Advisory Services's FLNC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Fluence Energy (FLNC) in Q4 2025, closing a stake of 100 shares — an estimated $1.08K sold.

Ameritas Advisory Services first reported a position in FLNC in Q1 2023 and held it in 3 quarters. The position peaked at $2.02K in Q1 2023. 261 funds tracked by Wall St. Rank hold FLNC as of Q4 2025.

Ameritas Advisory Services reported no remaining Fluence Energy position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 100 Fluence Energy shares in Q4 2025, an estimated $1.08K.
Ameritas Advisory Services first reported a position in Fluence Energy in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Fluence Energy position peaked at $2.02K in Q1 2023.
261 funds tracked by Wall St. Rank held Fluence Energy as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.