Carson Wealth (CWM LLC)
PNRG icon

Carson Wealth (CWM LLC)’s PrimeEnergy Resources PNRG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PNRG Stock Details PNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.5K Sell
247
-1
-0.4% -$192 ﹤0.01% 3709
2025
Q4 		$42K Sell
248
-162
-40% -$26K ﹤0.01% 3730
2025
Q3 		$68K Buy
410
+357
+674% +$58K ﹤0.01% 3275
2025
Q2 		$8K Sell
53
-74
-58% -$12.8K ﹤0.01% 4405
2025
Q1 		$29K Buy
127
+14
+12% +$2.9K ﹤0.01% 3419
2024
Q4 		$25K Buy
113
+24
+27% +$4.34K ﹤0.01% 3295
2024
Q3 		$12K Buy
89
+52
+141% +$6.43K ﹤0.01% 3691
2024
Q2 		$4K Buy
37
+33
+825% +$3.46K ﹤0.01% 3993
2024
Q1 		$0 Buy
+4
New +$396 ﹤0.01% 4655

Other funds holding PNRG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carson Wealth (CWM LLC)'s PNRG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its PrimeEnergy Resources (PNRG) stake by 0.4% in Q1 2026, selling an estimated $192 and leaving 247 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3709.

Carson Wealth (CWM LLC) first reported a position in PNRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $68K in Q3 2025. 97 funds tracked by Wall St. Rank hold PNRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 247 shares of PrimeEnergy Resources worth $57.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1 PrimeEnergy Resources share in Q1 2026, an estimated $192.
  • PrimeEnergy Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3709 holding.
  • Carson Wealth (CWM LLC) first reported a position in PrimeEnergy Resources in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s PrimeEnergy Resources position peaked at $68K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.