Curio Wealth’s Fluence Energy FLNC Stock Holding History

Curio Wealth’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	–	Sell	-1,573	Closed	-$31.2K	–	1263
2025 Q4	$31.2K	Buy	+1,573	New	+$29.6K	0.01%	169

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Curio Wealth's FLNC Position: Q1 2026 in Review

Curio Wealth sold out of Fluence Energy (FLNC) in Q1 2026, closing a stake of 1,573 shares — an estimated $31.2K sold.

Curio Wealth first reported a position in FLNC in Q4 2025 and held it in 1 quarter. The position peaked at $31.2K in Q4 2025. 259 funds tracked by Wall St. Rank hold FLNC as of Q1 2026.

Curio Wealth reported no remaining Fluence Energy position as of Q1 2026 after selling out during the quarter.
Curio Wealth sold 1,573 Fluence Energy shares in Q1 2026, an estimated $31.2K.
Curio Wealth first reported a position in Fluence Energy in Q4 2025 and held it in 1 quarter.
Curio Wealth's Fluence Energy position peaked at $31.2K in Q4 2025.
259 funds tracked by Wall St. Rank held Fluence Energy as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.