LPL Financial

LPL Financial’s Fluence Energy FLNC Stock Holding History

LPL Financial’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	$463K	Sell	33,649 -7,968	-19%	-$160K	﹤0.01%	4828
2025 Q4	$823K	Sell	41,617 -1,863	-4%	-$35.1K	﹤0.01%	4264
2025 Q3	$470K	Sell	43,480 -2,239	-5%	-$18.7K	﹤0.01%	4686
2025 Q2	$307K	Buy	45,719 +17,939	+65%	+$85.5K	﹤0.01%	4758
2025 Q1	$135K	Sell	27,780 -7,520	-21%	-$72K	﹤0.01%	4974
2024 Q4	$561K	Sell	35,300 -868	-2%	-$17K	﹤0.01%	4008
2024 Q3	$821K	Buy	36,168 +64	+0.2%	+$1.16K	﹤0.01%	3567
2024 Q2	$626K	Buy	36,104 +12,705	+54%	+$244K	﹤0.01%	3670
2024 Q1	$406K	Buy	23,399 +6,678	+40%	+$122K	﹤0.01%	3955
2023 Q4	$399K	Sell	16,721 -89	-0.5%	-$1.87K	﹤0.01%	3847
2023 Q3	$386K	Buy	16,810 +1,026	+7%	+$26.5K	﹤0.01%	3691
2023 Q2	$420K	Buy	15,784 +1,132	+8%	+$25.3K	﹤0.01%	3578
2023 Q1	$297K	Buy	14,652 +563	+4%	+$11.2K	﹤0.01%	3755
2022 Q4	$242K	Buy	+14,089	New	+$222K	﹤0.01%	3834

Other funds holding FLNC

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

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

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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