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Steward Partners Investment Advisory’s Fluence Energy FLNC Stock Holding History

Steward Partners Investment Advisory’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 		$2.98K Sell
150
-281
-65% -$5.23K ﹤0.01% 4135
2026
Q1 		$5.93K Hold
431
– – ﹤0.01% 3742
2025
Q4 		$8.53K Hold
431
– – ﹤0.01% 3505
2025
Q3 		$4.66K Hold
431
– – ﹤0.01% 3678
2025
Q2 		$2.89K Sell
431
-207
-32% -$986 ﹤0.01% 3652
2025
Q1 		$3.1K Sell
638
-8
-1% -$77 ﹤0.01% 3534
2024
Q4 		$10.3K Buy
646
+215
+50% +$4.21K ﹤0.01% 3085
2024
Q3 		$9.79K Buy
431
+150
+53% +$2.71K ﹤0.01% 2953
2024
Q2 		$4.87K Hold
281
– – ﹤0.01% 3057
2024
Q1 		$4.87K Sell
281
-500
-64% -$9.15K ﹤0.01% 3056
2023
Q4 		$18.6K Sell
781
-800
-51% -$16.8K ﹤0.01% 2442
2023
Q3 		$36.3K Hold
1,581
– – ﹤0.01% 2053
2023
Q2 		$42.1K Buy
1,581
+400
+34% +$8.95K ﹤0.01% 1951
2023
Q1 		$23.9K Hold
1,181
– – ﹤0.01% 2173
2022
Q4 		$20.3K Sell
1,181
-100
-8% -$1.57K ﹤0.01% 2228
2022
Q3 		$19K Hold
1,281
– – ﹤0.01% 2242
2022
Q2 		$12K Hold
1,281
– – ﹤0.01% 2444
2022
Q1 		$17K Hold
1,281
– – ﹤0.01% 2446
2021
Q4 		$46K Buy
+1,281
New +$43.7K ﹤0.01% 1963

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 $3.38T AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's FLNC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Fluence Energy (FLNC) stake by 65% in Q2 2026, selling an estimated $5.23K and leaving 150 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

Steward Partners Investment Advisory first reported a position in FLNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $46K in Q4 2021. 299 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Steward Partners Investment Advisory held 150 shares of Fluence Energy worth $2.98K as of Q2 2026.
  • Steward Partners Investment Advisory sold 281 Fluence Energy shares in Q2 2026, an estimated $5.23K.
  • Fluence Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4135 holding.
  • Steward Partners Investment Advisory first reported a position in Fluence Energy in Q4 2021 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's Fluence Energy position peaked at $46K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.