McDonald Partners’s Fluence Energy FLNC Stock Holding History

McDonald Partners’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	$9.94K	Buy	+500	New	+$9.3K	﹤0.01%	479

Other funds holding FLNC

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

McDonald Partners's FLNC Position: Q2 2026 in Review

McDonald Partners opened a new position in Fluence Energy (FLNC) in Q2 2026: 500 shares worth $9.94K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

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

McDonald Partners held 500 shares of Fluence Energy worth $9.94K as of Q2 2026.
Fluence Energy was a new McDonald Partners position in Q2 2026.
Fluence Energy made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #479 holding.
47 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.