Abound Financial’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Abound Financial’s Portfolio CNRG Stock Details CNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13K	Sell	144 -118	-45%	-$11.3K	0.01%	200
2025 Q4	$23.4K	Buy	+262	New	+$24.7K	0.01%	163
2025 Q2	–	Sell	-4,690	Closed	-$236K	–	100
2025 Q1	$236K	Sell	4,690 -1,069	-19%	-$62.3K	0.12%	58
2024 Q4	$349K	Buy	+5,759	New	+$359K	0.18%	53

Other funds holding CNRG

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abound Financial's CNRG Position: Q1 2026 in Review

Abound Financial reduced its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 45% in Q1 2026, selling an estimated $11.3K and leaving 144 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #200.

Abound Financial first reported a position in CNRG in Q4 2024 and has held it in 4 quarters since. The position peaked at $349K in Q4 2024. 67 funds tracked by Wall St. Rank hold CNRG as of Q1 2026.

Abound Financial held 144 shares of State Street SPDR S&P Kensho Clean Power ETF worth $13K as of Q1 2026.
Abound Financial sold 118 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2026, an estimated $11.3K.
State Street SPDR S&P Kensho Clean Power ETF made up 0.01% of Abound Financial's portfolio in Q1 2026, its #200 holding.
Abound Financial first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2024 and has held it in 4 quarters since.
Abound Financial's State Street SPDR S&P Kensho Clean Power ETF position peaked at $349K in Q4 2024.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.