Bourgeon Capital Management’s Fluence Energy FLNC Stock Holding History

Bourgeon Capital 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 Q2	$1.14M	Buy	+57,225	New	+$1.06M	0.17%	61

Other funds holding FLNC

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $224M AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Bourgeon Capital Management's FLNC Position: Q2 2026 in Review

Bourgeon Capital Management opened a new position in Fluence Energy (FLNC) in Q2 2026: 57,225 shares worth $1.14M. The stake represents 0.17% of the portfolio and ranks #61 among its holdings.

34 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

Bourgeon Capital Management held 57,225 shares of Fluence Energy worth $1.14M as of Q2 2026.
Fluence Energy was a new Bourgeon Capital Management position in Q2 2026.
Fluence Energy made up 0.17% of Bourgeon Capital Management's portfolio in Q2 2026, its #61 holding.
34 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.