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Kingswood Wealth Advisors’s Fluence Energy FLNC Stock Holding History

Kingswood 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 		$378K Buy
+19,032
New +$354K 0.02% 694

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Kingswood Wealth Advisors opened a new position in Fluence Energy (FLNC) in Q2 2026: 19,032 shares worth $378K. The stake represents 0.02% of the portfolio and ranks #694 among its holdings.

298 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Kingswood Wealth Advisors held 19,032 shares of Fluence Energy worth $378K as of Q2 2026.
  • Fluence Energy was a new Kingswood Wealth Advisors position in Q2 2026.
  • Fluence Energy made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #694 holding.
  • 298 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.