Position in FLNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,940
+$9,938 QoQ
Shares Held
500
+426.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#259
of 297 holders
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FLNC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $42,586 across 2 Utilities - Renewable names. FLNC ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
|
940 | $32,646 | |
| 2 | FLNC |
Fluence Energy, Inc.
This page
|
500 | $9,940 |
All Filings in FLNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,940 | 500 | Shares | Sole | 2026-07-29 | |
| 2023-12-31 | $2 | 95 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1 | 25 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||