Toth Financial Advisory’s Fluence Energy FLNC Stock Holding History

Toth Financial 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	$9.94K	Hold	500	–	–	﹤0.01%	579
2026 Q1	$6.88K	Hold	500	–	–	﹤0.01%	606
2025 Q4	$9.89K	Buy	+500	New	+$9.42K	﹤0.01%	553
2025 Q2	–	Sell	-1,000	Closed	-$4.85K	–	762
2025 Q1	$4.85K	Buy	+1,000	New	+$9.57K	﹤0.01%	525
2023 Q3	–	Sell	-25,000	Closed	-$666K	–	795
2023 Q2	$666K	Buy	+25,000	New	+$559K	0.1%	134

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

Toth Financial Advisory's FLNC Position: Q2 2026 in Review

Toth Financial Advisory held its Fluence Energy (FLNC) position steady in Q2 2026 at 500 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Toth Financial Advisory first reported a position in FLNC in Q2 2023 and has held it in 5 quarters since. The position peaked at $666K in Q2 2023. 300 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

Toth Financial Advisory held 500 shares of Fluence Energy worth $9.94K as of Q2 2026.
Toth Financial Advisory left its Fluence Energy share count unchanged in Q2 2026.
Fluence Energy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #579 holding.
Toth Financial Advisory first reported a position in Fluence Energy in Q2 2023 and has held it in 5 quarters since.
Toth Financial Advisory's Fluence Energy position peaked at $666K in Q2 2023.
300 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.