Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Fluence Energy FLNC Stock Holding History

Wealth Enhancement Advisory Services’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 Q1	$725K	Buy	54,542 +23,885	+78%	+$479K	﹤0.01%	2035
2025 Q4	$669K	Buy	30,657 +1,434	+5%	+$27K	﹤0.01%	2254
2025 Q3	$404K	Buy	29,223 +256	+0.9%	+$2.14K	﹤0.01%	2542
2025 Q2	$244K	Buy	28,967 +2,669	+10%	+$12.7K	﹤0.01%	2820
2025 Q1	$128K	Buy	+26,298	New	+$252K	﹤0.01%	2717

Other funds holding FLNC

Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return

Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return