Cedar Mountain Advisors
FLNC icon

Cedar Mountain Advisors’s Fluence Energy FLNC Stock Holding History

Cedar Mountain 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
2026
Q3 		$768 Hold
100
– – ﹤0.01% 953
2026
Q2 		$1.99K Hold
100
– – ﹤0.01% 850
2026
Q1 		$1.38K Hold
100
– – ﹤0.01% 864
2025
Q4 		$1.98K Hold
100
– – ﹤0.01% 401
2025
Q3 		$1.08K Hold
100
– – ﹤0.01% 517
2025
Q2 		$671 Hold
100
– – ﹤0.01% 333
2025
Q1 		$485 Hold
100
– – ﹤0.01% 324
2024
Q4 		$1.59K Hold
100
– – ﹤0.01% 317
2024
Q3 		$2.27K Hold
100
– – ﹤0.01% 281
2024
Q2 		$1.73K Hold
100
– – ﹤0.01% 281
2024
Q1 		$1.73K Hold
100
– – ﹤0.01% 282
2023
Q4 		$2.38K Hold
100
– – ﹤0.01% 256
2023
Q3 		$2.3K Hold
100
– – ﹤0.01% 250
2023
Q2 		$2.66K Hold
100
– – ﹤0.01% 236
2023
Q1 		$2.02K Hold
100
– – ﹤0.01% 247
2022
Q4 		$1.72K Hold
100
– – ﹤0.01% 254
2022
Q3 		$1K Hold
100
– – ﹤0.01% 276
2022
Q2 		$1K Buy
+100
New +$973 ﹤0.01% 280
2022
Q1 		– Sell
-100
Closed -$4K – 318
2021
Q4 		$4K Buy
+100
New +$3.41K ﹤0.01% 249

Other funds holding FLNC

Siemens Pension Trust
Siemens Pension Trust Munich Germany, Germany $167M AUM 28.89% 1-Year Est. Return
Siemens
Siemens Munich, Germany $260M AUM 39.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cedar Mountain Advisors's FLNC Position: Q3 2026 in Review

Cedar Mountain Advisors held its Fluence Energy (FLNC) position steady in Q3 2026 at 100 shares worth $768. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Cedar Mountain Advisors first reported a position in FLNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q4 2021. 203 funds tracked by Wall St. Rank hold FLNC as of Q3 2026.

  • Cedar Mountain Advisors held 100 shares of Fluence Energy worth $768 as of Q3 2026.
  • Cedar Mountain Advisors left its Fluence Energy share count unchanged in Q3 2026.
  • Fluence Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #953 holding.
  • Cedar Mountain Advisors first reported a position in Fluence Energy in Q4 2021 and has held it in 19 quarters since.
  • Cedar Mountain Advisors's Fluence Energy position peaked at $4K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.