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Larson Financial Group’s Fluence Energy FLNC Stock Holding History

Larson Financial Group’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 		$17K Sell
854
-370
-30% -$6.88K ﹤0.01% 2099
2026
Q1 		$16.8K Buy
1,224
+409
+50% +$8.2K ﹤0.01% 1943
2025
Q4 		$16.1K Sell
815
-933
-53% -$17.6K ﹤0.01% 1836
2025
Q3 		$18.9K Buy
1,748
+1,137
+186% +$9.5K ﹤0.01% 1675
2025
Q2 		$4.1K Sell
611
-2,097
-77% -$9.99K ﹤0.01% 2155
2025
Q1 		$13.1K Buy
+2,708
New +$25.9K ﹤0.01% 1532

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

Larson Financial Group's FLNC Position: Q2 2026 in Review

Larson Financial Group reduced its Fluence Energy (FLNC) stake by 30% in Q2 2026, selling an estimated $6.88K and leaving 854 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Larson Financial Group first reported a position in FLNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.9K in Q3 2025. 299 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Larson Financial Group held 854 shares of Fluence Energy worth $17K as of Q2 2026.
  • Larson Financial Group sold 370 Fluence Energy shares in Q2 2026, an estimated $6.88K.
  • Fluence Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2099 holding.
  • Larson Financial Group first reported a position in Fluence Energy in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Fluence Energy position peaked at $18.9K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.