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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
Q2 		$37.3K Sell
1,874
-908
-33% -$16.9K ﹤0.01% 1967
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 $431M AUM 196.27% 1-Year Est. Return
S
Siemens Munich, Germany $494M AUM 234.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's FLNC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fluence Energy (FLNC) stake by 33% in Q2 2026, selling an estimated $16.9K and leaving 1,874 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

EverSource Wealth Advisors first reported a position in FLNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $41.7K in Q4 2025. 299 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • EverSource Wealth Advisors held 1,874 shares of Fluence Energy worth $37.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 908 Fluence Energy shares in Q2 2026, an estimated $16.9K.
  • Fluence Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1967 holding.
  • EverSource Wealth Advisors first reported a position in Fluence Energy in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Fluence Energy position peaked at $41.7K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.