Essential Partners’s Fluence Energy FLNC Stock Holding History

Essential Partners’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 Q3	$7.37K	Hold	960	–	–	﹤0.01%	1335
2026 Q2	$19.1K	Hold	960	–	–	0.01%	927
2026 Q1	$13.2K	Sell	960 -1	-0.1%	-$20	﹤0.01%	1112
2025 Q4	$19K	Buy	961 +1	+0.1%	+$19	0.01%	933
2025 Q3	$10.4K	Hold	960	–	–	﹤0.01%	1140
2025 Q2	$6.44K	Buy	+960	New	+$4.57K	﹤0.01%	975

Other funds holding FLNC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's FLNC Position: Q3 2026 in Review

Essential Partners held its Fluence Energy (FLNC) position steady in Q3 2026 at 960 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Essential Partners first reported a position in FLNC in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.1K in Q2 2026. 20 funds tracked by Wall St. Rank hold FLNC as of Q3 2026.

Essential Partners held 960 shares of Fluence Energy worth $7.37K as of Q3 2026.
Essential Partners left its Fluence Energy share count unchanged in Q3 2026.
Fluence Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1335 holding.
Essential Partners first reported a position in Fluence Energy in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Fluence Energy position peaked at $19.1K in Q2 2026.
20 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.