EWA
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EverSource Wealth Advisors’s Fluence Energy FLNC Stock Holding History

EverSource Wealth Advisors’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 		$38.3K Buy
2,782
+672
+32% +$13.5K ﹤0.01% 2082
2025
Q4 		$41.7K Sell
2,110
-16
-0.8% -$302 ﹤0.01% 1874
2025
Q3 		$23K Buy
2,126
+178
+9% +$1.49K ﹤0.01% 2264
2025
Q2 		$13.1K Buy
1,948
+394
+25% +$1.88K ﹤0.01% 2624
2025
Q1 		$7.54K Buy
1,554
+931
+149% +$8.91K ﹤0.01% 2278
2024
Q4 		$9.89K Buy
623
+618
+12,360% +$12.1K ﹤0.01% 1997
2024
Q3 		$114 Buy
5
+1
+25% +$18 ﹤0.01% 2976
2024
Q2 		$66 Hold
4
– – ﹤0.01% 3015
2024
Q1 		$71 Buy
+4
New +$73 ﹤0.01% 2838

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
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return