AWM
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Avaii Wealth Management’s Fluence Energy FLNC Stock Holding History

Avaii Wealth Management’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
2026
Q3 		– Sell
-52,953
Closed -$1.05M – 185
2026
Q2 		$1.05M Buy
+52,953
New +$985K 0.31% 44

Other funds holding FLNC

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Avaii Wealth Management's FLNC Position: Q3 2026 in Review

Avaii Wealth Management sold out of Fluence Energy (FLNC) in Q3 2026, closing a stake of 52,953 shares — an estimated $1.05M sold.

Avaii Wealth Management first reported a position in FLNC in Q2 2026 and held it in 1 quarter. The position peaked at $1.05M in Q2 2026. 7 funds tracked by Wall St. Rank hold FLNC as of Q3 2026.

  • Avaii Wealth Management reported no remaining Fluence Energy position as of Q3 2026 after selling out during the quarter.
  • Avaii Wealth Management sold 52,953 Fluence Energy shares in Q3 2026, an estimated $1.05M.
  • Avaii Wealth Management first reported a position in Fluence Energy in Q2 2026 and held it in 1 quarter.
  • Avaii Wealth Management's Fluence Energy position peaked at $1.05M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.