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 $431M AUM 196.27% 1-Year Est. Return

Siemens Munich, Germany $494M AUM 234.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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.