Creative Planning
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Creative Planning’s Fluence Energy FLNC Stock Holding History

Creative Planning’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 		$614K Buy
30,861
+1,611
+6% +$30K ﹤0.01% 3042
2026
Q1 		$402K Buy
29,250
+1,648
+6% +$33.1K ﹤0.01% 3191
2025
Q4 		$546K Buy
27,602
+8,783
+47% +$166K ﹤0.01% 2766
2025
Q3 		$203K Buy
18,819
+2,596
+16% +$21.7K ﹤0.01% 3472
2025
Q2 		$109K Buy
+16,223
New +$77.3K ﹤0.01% 3408
2024
Q2 		– Sell
-20,949
Closed -$363K – 3106
2024
Q1 		$363K Buy
+20,949
New +$383K ﹤0.01% 2096
2023
Q2 		– Sell
-49
Closed -$993 – 2713
2023
Q1 		$993 Buy
+49
New +$973 ﹤0.01% 2540

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

Creative Planning's FLNC Position: Q2 2026 in Review

Creative Planning increased its Fluence Energy (FLNC) stake by 5.5% in Q2 2026, buying an estimated $30K and bringing the position to 30,861 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Creative Planning first reported a position in FLNC in Q1 2023 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Creative Planning held 30,861 shares of Fluence Energy worth $614K as of Q2 2026.
  • Creative Planning bought 1,611 Fluence Energy shares in Q2 2026, an estimated $30K.
  • Fluence Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3042 holding.
  • Creative Planning first reported a position in Fluence Energy in Q1 2023 and has held it in 7 quarters since.
  • 300 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.