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

Action Point Financial Planning’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 Q2	$33.6K	Buy	+297	New	+$31.7K	﹤0.01%	956

Other funds holding CNRG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's CNRG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q2 2026: 297 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings.

72 funds tracked by Wall St. Rank hold CNRG as of Q2 2026.

Action Point Financial Planning held 297 shares of State Street SPDR S&P Kensho Clean Power ETF worth $33.6K as of Q2 2026.
State Street SPDR S&P Kensho Clean Power ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR S&P Kensho Clean Power ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #956 holding.
72 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.