Perigon Wealth Management, LLC
Position in FLNC — Fluence Energy, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in FLNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$300,685
+$86,270 QoQ
Shares Held
15,125
+39.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#195
of 299 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in FLNC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $1,156,965 across 3 Utilities - Renewable names. FLNC ranks #3 (26.0% of the industry book) .
All Filings in FLNC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,685 | 15,125 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $214,415 | 10,840 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||