Cerity Partners
FLNC icon

Cerity Partners’s Fluence Energy FLNC Stock Holding History

Cerity Partners’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 		$311K Sell
15,649
-6,674
-30% -$124K ﹤0.01% 2762
2026
Q1 		$307K Sell
22,323
-651
-3% -$13.1K ﹤0.01% 2595
2025
Q4 		$454K Sell
22,974
-341
-1% -$6.43K ﹤0.01% 2175
2025
Q3 		$252K Sell
23,315
-8
-0% -$67 ﹤0.01% 2399
2025
Q2 		$156K Sell
23,323
-9,436
-29% -$45K ﹤0.01% 2412
2025
Q1 		$159K Buy
+32,759
New +$314K ﹤0.01% 2258

Other funds holding FLNC

SPT
Siemens Pension Trust Munich Germany, Germany $431M AUM 196.27% 1-Year Est. Return
S
Siemens Munich, Germany $494M AUM 234.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners's FLNC Position: Q2 2026 in Review

Cerity Partners reduced its Fluence Energy (FLNC) stake by 30% in Q2 2026, selling an estimated $124K and leaving 15,649 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Cerity Partners first reported a position in FLNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $454K in Q4 2025. 274 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Cerity Partners held 15,649 shares of Fluence Energy worth $311K as of Q2 2026.
  • Cerity Partners sold 6,674 Fluence Energy shares in Q2 2026, an estimated $124K.
  • Fluence Energy made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2762 holding.
  • Cerity Partners first reported a position in Fluence Energy in Q1 2025 and has held it in 6 quarters since.
  • Cerity Partners's Fluence Energy position peaked at $454K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.