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Compass Financial Management’s Fluence Energy FLNC Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's FLNC Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 592 shares of Fluence Energy worth $9.28K as of Q2 2026.
  • Fluence Energy was a new Compass Financial Management position in Q2 2026.
  • Fluence Energy made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1078 holding.
  • 274 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.