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Perigon Wealth Management’s Fluence Energy FLNC Stock Holding History

Perigon Wealth Management’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 		$301K Buy
+15,125
New +$281K ﹤0.01% 1116
2026
Q1 		– Sell
-10,840
Closed -$214K – 1339
2025
Q4 		$214K Buy
+10,840
New +$204K ﹤0.01% 1211

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

Perigon Wealth Management's FLNC Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Fluence Energy (FLNC) in Q2 2026: 15,125 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in FLNC as recently as Q4 2025.

Perigon Wealth Management first reported a position in FLNC in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Perigon Wealth Management held 15,125 shares of Fluence Energy worth $301K as of Q2 2026.
  • Fluence Energy was a new Perigon Wealth Management position in Q2 2026.
  • Fluence Energy made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1116 holding.
  • Perigon Wealth Management first reported a position in Fluence Energy in Q4 2025 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.