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Fluence Energy shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Fluence Energy (FLNC) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Fluence Energy

Tip: Access up to 7 years of quarterly data

All positions including Fluence Energy held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fluence Energy by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $301k 13k 23.85
2023-09-30 $389k 17k 22.99
2023-06-30 $612k 23k 26.64

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

Top funds holding Fluence Energy

Siemens
Vanguard Group
Bnp Paribas Investment Partners
Handelsbanken Fonder AB
Citadel Advisors
Electron Capital Partners
Encompass Capital Advisors
ClearBridge Advisors
D. E. Shaw & Co
Voloridge Investment Management
Norges Bank Investment Management
Healthcare Of Ontario Pension Plan Trust Fund
Charles Schwab Investment Management
Marshall Wace
DekaBank Deutsche Girozentrale

View all funds holding Fluence Energy