LPL Financial
FLNC icon

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
Q2 		$3.36M Buy
168,886
+135,237
+402% +$2.52M ﹤0.01% 3185
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

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

LPL Financial's FLNC Position: Q2 2026 in Review

LPL Financial increased its Fluence Energy (FLNC) stake by 402% in Q2 2026, buying an estimated $2.52M and bringing the position to 168,886 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3185.

LPL Financial first reported a position in FLNC in Q4 2022 and has held it in 15 quarters since. 299 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • LPL Financial held 168,886 shares of Fluence Energy worth $3.36M as of Q2 2026.
  • LPL Financial bought 135,237 Fluence Energy shares in Q2 2026, an estimated $2.52M.
  • Fluence Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3185 holding.
  • LPL Financial first reported a position in Fluence Energy in Q4 2022 and has held it in 15 quarters since.
  • 299 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.