Advocate Investing Services’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Advocate Investing Services’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	–	Sell	-31	Closed	-$2.8K	–	468
2026 Q1	$2.8K	Hold	31	–	–	﹤0.01%	345
2025 Q4	$2.77K	Buy	+31	New	+$2.93K	﹤0.01%	324

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

Advocate Investing Services's CNRG Position: Q2 2026 in Review

Advocate Investing Services sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q2 2026, closing a stake of 31 shares — an estimated $2.8K sold.

Advocate Investing Services first reported a position in CNRG in Q4 2025 and held it in 2 quarters. The position peaked at $2.8K in Q1 2026. 72 funds tracked by Wall St. Rank hold CNRG as of Q2 2026.

Advocate Investing Services reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q2 2026 after selling out during the quarter.
Advocate Investing Services sold 31 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2026, an estimated $2.8K.
Advocate Investing Services first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2025 and held it in 2 quarters.
Advocate Investing Services's State Street SPDR S&P Kensho Clean Power ETF position peaked at $2.8K in Q1 2026.
72 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.