Envestnet Asset Management’s Fluence Energy FLNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,317
Closed -$211K 4390
2024
Q4
$211K Buy
13,317
+4,285
+47% +$83.9K ﹤0.01% 4072
2024
Q3
$205K Buy
+9,032
New +$163K ﹤0.01% 4009
2024
Q1
Sell
-8,460
Closed -$202K 4214
2023
Q4
$202K Buy
+8,460
New +$178K ﹤0.01% 3823

Other funds holding FLNC

Envestnet Asset Management's FLNC Position: Q1 2025 in Review

Envestnet Asset Management sold out of Fluence Energy (FLNC) in Q1 2025, closing a stake of 13,317 shares — an estimated $211K sold.

Envestnet Asset Management first reported a position in FLNC in Q4 2023 and held it in 3 quarters. The position peaked at $211K in Q4 2024. 224 funds tracked by Wall St. Rank hold FLNC as of Q1 2025.

  • Envestnet Asset Management reported no remaining Fluence Energy position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 13,317 Fluence Energy shares in Q1 2025, an estimated $211K.
  • Envestnet Asset Management first reported a position in Fluence Energy in Q4 2023 and held it in 3 quarters.
  • Envestnet Asset Management's Fluence Energy position peaked at $211K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Fluence Energy as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.