Root Financial Partners
FLNC icon

Root Financial Partners’s Fluence Energy FLNC Stock Holding History

Root Financial 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
Q3 		$46 Buy
+6
New +$73 ﹤0.01% 3727
2026
Q2 		– Sell
-13
Closed -$179 – 1391
2026
Q1 		$179 Buy
13
+7
+117% +$140 ﹤0.01% 3176
2025
Q4 		$119 Buy
+6
New +$113 ﹤0.01% 2319

Other funds holding FLNC

Siemens Pension Trust
Siemens Pension Trust Munich Germany, Germany $167M AUM 28.89% 1-Year Est. Return
Siemens
Siemens Munich, Germany $260M AUM 39.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's FLNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fluence Energy (FLNC) in Q3 2026: 6 shares worth $46. The stake represents ﹤0.01% of the portfolio and ranks #3727 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FLNC as recently as Q1 2026.

Root Financial Partners first reported a position in FLNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $179 in Q1 2026. 136 funds tracked by Wall St. Rank hold FLNC as of Q3 2026.

  • Root Financial Partners held 6 shares of Fluence Energy worth $46 as of Q3 2026.
  • Fluence Energy was a new Root Financial Partners position in Q3 2026.
  • Fluence Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3727 holding.
  • Root Financial Partners first reported a position in Fluence Energy in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Fluence Energy position peaked at $179 in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Fluence Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.