HHM Wealth Advisors’s Fluence Energy FLNC Stock Holding History

HHM 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
2025 Q3	–	Sell	-50	Closed	-$336	–	882
2025 Q2	$336	Hold	50	–	–	﹤0.01%	836
2025 Q1	$243	Buy	+50	New	+$479	﹤0.01%	893

Other funds holding FLNC

Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return

SPT

Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

HHM Wealth Advisors's FLNC Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Fluence Energy (FLNC) in Q3 2025, closing a stake of 50 shares — an estimated $336 sold.

HHM Wealth Advisors first reported a position in FLNC in Q1 2025 and held it in 2 quarters. The position peaked at $336 in Q2 2025. 249 funds tracked by Wall St. Rank hold FLNC as of Q3 2025.

HHM Wealth Advisors reported no remaining Fluence Energy position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 50 Fluence Energy shares in Q3 2025, an estimated $336.
HHM Wealth Advisors first reported a position in Fluence Energy in Q1 2025 and held it in 2 quarters.
HHM Wealth Advisors's Fluence Energy position peaked at $336 in Q2 2025.
249 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.