True Wealth Design’s Fluence Energy FLNC Stock Holding History

True Wealth Design’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	$19.2K	Hold	965	–	–	﹤0.01%	823
2026 Q1	$13.3K	Hold	965	–	–	﹤0.01%	872
2025 Q4	$19.1K	Hold	965	–	–	0.01%	630
2025 Q3	$10.4K	Hold	965	–	–	﹤0.01%	817
2025 Q2	$6.48K	Buy	965 +860	+819%	+$4.1K	﹤0.01%	714
2025 Q1	$510	Buy	105 +97	+1,213%	+$928	﹤0.01%	1532
2024 Q4	$128	Sell	8 -13	-62%	-$254	﹤0.01%	1265
2024 Q3	$477	Buy	+21	New	+$380	﹤0.01%	1108

Other funds holding FLNC

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

True Wealth Design's FLNC Position: Q2 2026 in Review

True Wealth Design held its Fluence Energy (FLNC) position steady in Q2 2026 at 965 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

True Wealth Design first reported a position in FLNC in Q3 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

True Wealth Design held 965 shares of Fluence Energy worth $19.2K as of Q2 2026.
True Wealth Design left its Fluence Energy share count unchanged in Q2 2026.
Fluence Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #823 holding.
True Wealth Design first reported a position in Fluence Energy in Q3 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.