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 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

SPT

Siemens Pension Trust Munich Germany, Germany $431M AUM 196.27% 1-Year Est. Return

Siemens Munich, Germany $494M AUM 234.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's FLNC Position: Q2 2026 in Review

Root Financial Partners sold out of Fluence Energy (FLNC) in Q2 2026, closing a stake of 13 shares — an estimated $179 sold.

Root Financial Partners first reported a position in FLNC in Q4 2025 and held it in 2 quarters. The position peaked at $179 in Q1 2026. 299 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

Root Financial Partners reported no remaining Fluence Energy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 13 Fluence Energy shares in Q2 2026, an estimated $179.
Root Financial Partners first reported a position in Fluence Energy in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Fluence Energy position peaked at $179 in Q1 2026.
299 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.