Carson Wealth (CWM LLC)
FLNC icon

Carson Wealth (CWM LLC)’s Fluence Energy FLNC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$479K Sell
34,836
-824
-2% -$16.5K ﹤0.01% 2048
2025
Q4 		$705K Buy
35,660
+180
+0.5% +$3.39K ﹤0.01% 1705
2025
Q3 		$383K Sell
35,480
-2,897
-8% -$24.2K ﹤0.01% 1950
2025
Q2 		$258K Sell
38,377
-2,254
-6% -$10.7K ﹤0.01% 1961
2025
Q1 		$197K Buy
40,631
+39,809
+4,843% +$381K ﹤0.01% 1929
2024
Q4 		$13K Sell
822
-2,020
-71% -$39.5K ﹤0.01% 3709
2024
Q3 		$65K Buy
2,842
+1,767
+164% +$31.9K ﹤0.01% 2489
2024
Q2 		$19K Buy
1,075
+221
+26% +$4.24K ﹤0.01% 3139
2024
Q1 		$15K Buy
854
+635
+290% +$11.6K ﹤0.01% 3088
2023
Q4 		$5K Sell
219
-38
-15% -$800 ﹤0.01% 3504
2023
Q3 		$6K Buy
257
+50
+24% +$1.29K ﹤0.01% 3362
2023
Q2 		$6K Hold
207
– – ﹤0.01% 3343
2023
Q1 		$4K Hold
207
– – ﹤0.01% 3382
2022
Q4 		$4K Buy
+207
New +$3.26K ﹤0.01% 3290

Other funds holding FLNC

SPT
Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return
S
Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return