Carson Wealth (CWM LLC)
SPRU icon

Carson Wealth (CWM LLC)’s Spruce Power Holding Corp SPRU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPRU Stock Details SPRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed – – 5624
2025
Q3 		$0 Hold
11
– – ﹤0.01% 5523
2025
Q2 		$0 Buy
+11
New +$21 ﹤0.01% 5294
2022
Q2 		– Sell
-251
Closed -$4K – 4081
2022
Q1 		$4K Buy
+251
New +$4.37K ﹤0.01% 2964
2021
Q2 		– Hold
0
– – – 3002
2021
Q1 		– Hold
0
– – – 3001
2020
Q4 		– Hold
0
– – – 2999
2020
Q3 		– Hold
0
– – – 2998
2020
Q2 		– Hold
0
– – – 2997
2020
Q1 		– Hold
0
– – – 2996
2019
Q4 		– Hold
0
– – – 2994
2019
Q3 		– Hold
0
– – – 2994

Other funds holding SPRU

SPH
Steel Partners Holdings New York $96.4M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPRU Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Spruce Power Holding Corp (SPRU) in Q4 2025, closing a stake of 11 shares.

Carson Wealth (CWM LLC) first reported a position in SPRU in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 44 funds tracked by Wall St. Rank hold SPRU as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Spruce Power Holding Corp position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11 Spruce Power Holding Corp shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Spruce Power Holding Corp in Q1 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Spruce Power Holding Corp position peaked at $4K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.