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
2024
Q2 		– Sell
-15,000
Closed -$11.3K – 3107
2024
Q1 		$11.3K Buy
+15,000
New +$274K ﹤0.01% 2862

Other funds holding FLNC

SPT
Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return
S
Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
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.