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Bell Investment Advisors’s Fluence Energy FLNC Stock Holding History

Bell Investment Advisors’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
Q1 		– Sell
-29
Closed -$461 – 1920
2024
Q4 		$461 Buy
+29
New +$568 ﹤0.01% 1799
2023
Q4 		– Sell
-21
Closed -$483 – 1947
2023
Q3 		$483 Buy
+21
New +$542 ﹤0.01% 1809
2023
Q1 		– Sell
-25
Closed -$429 – 1948
2022
Q4 		$429 Buy
+25
New +$394 ﹤0.01% 1891

Other funds holding FLNC

S
Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return
SPT
Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bell Investment Advisors's FLNC Position: Q1 2025 in Review

Bell Investment Advisors sold out of Fluence Energy (FLNC) in Q1 2025, closing a stake of 29 shares — an estimated $461 sold.

Bell Investment Advisors first reported a position in FLNC in Q4 2022 and held it in 3 quarters. The position peaked at $483 in Q3 2023. 224 funds tracked by Wall St. Rank hold FLNC as of Q1 2025.

  • Bell Investment Advisors reported no remaining Fluence Energy position as of Q1 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 29 Fluence Energy shares in Q1 2025, an estimated $461.
  • Bell Investment Advisors first reported a position in Fluence Energy in Q4 2022 and held it in 3 quarters.
  • Bell Investment Advisors's Fluence Energy position peaked at $483 in Q3 2023.
  • 224 funds tracked by Wall St. Rank held Fluence Energy as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.