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Valley National Advisers’s Fluence Energy FLNC Stock Holding History

Valley National Advisers’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 Buy
+500
New +$9.3K ﹤0.01% 622
2024
Q1 		– Sell
-95
Closed -$2K – 1236
2023
Q4 		$2K Buy
95
+70
+280% +$1.47K ﹤0.01% 939
2023
Q3 		$1K Buy
+25
New +$645 ﹤0.01% 932

Other funds holding FLNC

EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

Valley National Advisers's FLNC Position: Q2 2026 in Review

Valley National Advisers opened a new position in Fluence Energy (FLNC) in Q2 2026: 500 shares worth $9.94K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in FLNC as recently as Q4 2023.

Valley National Advisers first reported a position in FLNC in Q3 2023 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • Valley National Advisers held 500 shares of Fluence Energy worth $9.94K as of Q2 2026.
  • Fluence Energy was a new Valley National Advisers position in Q2 2026.
  • Fluence Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #622 holding.
  • Valley National Advisers first reported a position in Fluence Energy in Q3 2023 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.