COMPASS FINANCIAL MANAGEMENT LLC’s Fluence Energy FLNC Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$9.28K	Buy	+592	New	+$11K	﹤0.01%	1078

Other funds holding FLNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FLNC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Fluence Energy (FLNC) in Q2 2026: 592 shares worth $9.28K. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 592 shares of Fluence Energy worth $9.28K as of Q2 2026.
Fluence Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Fluence Energy made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1078 holding.
167 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.