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Chesley Taft & Associates’s Fluence Energy FLNC Stock Holding History

Chesley Taft & Associates’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 		– Sell
-17,261
Closed -$238K – 375
2026
Q1 		$238K Buy
17,261
+1,123
+7% +$22.5K 0.01% 345
2025
Q4 		$319K Buy
16,138
+5,952
+58% +$112K 0.01% 320
2025
Q3 		$110K Buy
+10,186
New +$85.1K ﹤0.01% 347

Other funds holding FLNC

EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Chesley Taft & Associates's FLNC Position: Q2 2026 in Review

Chesley Taft & Associates sold out of Fluence Energy (FLNC) in Q2 2026, closing a stake of 17,261 shares — an estimated $238K sold.

Chesley Taft & Associates first reported a position in FLNC in Q3 2025 and held it in 3 quarters. The position peaked at $319K in Q4 2025. 54 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Chesley Taft & Associates reported no remaining Fluence Energy position as of Q2 2026 after selling out during the quarter.
  • Chesley Taft & Associates sold 17,261 Fluence Energy shares in Q2 2026, an estimated $238K.
  • Chesley Taft & Associates first reported a position in Fluence Energy in Q3 2025 and held it in 3 quarters.
  • Chesley Taft & Associates's Fluence Energy position peaked at $319K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.