BerganKDV Wealth Management’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

BerganKDV Wealth Management’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
2023 Q1	–	Sell	-74	Closed	-$6.06K	–	1070
2022 Q4	$6.06K	Buy	+74	New	+$6.36K	﹤0.01%	644

Other funds holding CNRG

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BerganKDV Wealth Management's CNRG Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q1 2023, closing a stake of 74 shares — an estimated $6.06K sold.

BerganKDV Wealth Management first reported a position in CNRG in Q4 2022 and held it in 1 quarter. The position peaked at $6.06K in Q4 2022. 94 funds tracked by Wall St. Rank hold CNRG as of Q1 2023.

BerganKDV Wealth Management reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 74 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2023, an estimated $6.06K.
BerganKDV Wealth Management first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2022 and held it in 1 quarter.
BerganKDV Wealth Management's State Street SPDR S&P Kensho Clean Power ETF position peaked at $6.06K in Q4 2022.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.