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 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 $437M AUM 183.71% 1-Year Est. Return

Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's FLNC Position: Q1 2026 in Review

Creative Planning increased its Fluence Energy (FLNC) stake by 6% in Q1 2026, buying an estimated $33.1K and bringing the position to 29,250 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Creative Planning first reported a position in FLNC in Q1 2023 and has held it in 6 quarters since. The position peaked at $546K in Q4 2025. 257 funds tracked by Wall St. Rank hold FLNC as of Q1 2026.

Creative Planning held 29,250 shares of Fluence Energy worth $402K as of Q1 2026.
Creative Planning bought 1,648 Fluence Energy shares in Q1 2026, an estimated $33.1K.
Fluence Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3191 holding.
Creative Planning first reported a position in Fluence Energy in Q1 2023 and has held it in 6 quarters since.
Creative Planning's Fluence Energy position peaked at $546K in Q4 2025.
257 funds tracked by Wall St. Rank held Fluence Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.