EWM
FLNC icon

Empirical Wealth Management’s Fluence Energy FLNC Stock Holding History

Empirical Wealth Management’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
2025
Q4 		– Sell
-13,000
Closed -$140K – 928
2025
Q3 		$140K Buy
+13,000
New +$109K ﹤0.01% 775

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empirical Wealth Management's FLNC Position: Q4 2025 in Review

Empirical Wealth Management sold out of Fluence Energy (FLNC) in Q4 2025, closing a stake of 13,000 shares — an estimated $140K sold.

Empirical Wealth Management first reported a position in FLNC in Q3 2025 and held it in 1 quarter. The position peaked at $140K in Q3 2025. 260 funds tracked by Wall St. Rank hold FLNC as of Q4 2025.

  • Empirical Wealth Management reported no remaining Fluence Energy position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 13,000 Fluence Energy shares in Q4 2025, an estimated $140K.
  • Empirical Wealth Management first reported a position in Fluence Energy in Q3 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Fluence Energy position peaked at $140K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Fluence Energy as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.