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Clearstead Advisors’s Fluence Energy FLNC Stock Holding History

Clearstead 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
Q2 		$1.57K Buy
+79
New +$1.47K ﹤0.01% 2562
2025
Q4 		– Sell
-227
Closed -$2.45K – 2921
2025
Q3 		$2.45K Sell
227
-15
-6% -$125 ﹤0.01% 2394
2025
Q2 		$1.62K Buy
242
+187
+340% +$891 ﹤0.01% 2365
2025
Q1 		$267 Hold
55
– – ﹤0.01% 2114
2024
Q4 		$874 Hold
55
– – ﹤0.01% 1936
2024
Q3 		$1.25K Hold
55
– – ﹤0.01% 1890
2024
Q2 		$954 Hold
55
– – ﹤0.01% 1900
2024
Q1 		$958 Hold
55
– – ﹤0.01% 1408
2023
Q4 		$1.31K Hold
55
– – ﹤0.01% 1360
2023
Q3 		$1.26K Buy
+55
New +$1.42K ﹤0.01% 1326

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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

Clearstead Advisors's FLNC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Fluence Energy (FLNC) in Q2 2026: 79 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #2562 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FLNC as recently as Q3 2025.

Clearstead Advisors first reported a position in FLNC in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.45K in Q3 2025. 300 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Clearstead Advisors held 79 shares of Fluence Energy worth $1.57K as of Q2 2026.
  • Fluence Energy was a new Clearstead Advisors position in Q2 2026.
  • Fluence Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2562 holding.
  • Clearstead Advisors first reported a position in Fluence Energy in Q3 2023 and has held it in 10 quarters since.
  • Clearstead Advisors's Fluence Energy position peaked at $2.45K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.