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Clearstead Advisors’s CNX Resources CNX Stock Holding History

Clearstead Advisors’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5K Buy
694
+654
+1,635% +$23.6K ﹤0.01% 1752
2026
Q1 		$1.54K Sell
40
-503
-93% -$19.6K ﹤0.01% 1951
2025
Q4 		$20K Sell
543
-475
-47% -$17K ﹤0.01% 1711
2025
Q3 		$32.7K Sell
1,018
-1,184
-54% -$36.3K ﹤0.01% 1428
2025
Q2 		$74.2K Sell
2,202
-387
-15% -$12.2K ﹤0.01% 1159
2025
Q1 		$81.5K Sell
2,589
-248
-9% -$7.47K ﹤0.01% 1035
2024
Q4 		$104K Hold
2,837
– – ﹤0.01% 1020
2024
Q3 		$92.4K Buy
+2,837
New +$76.4K ﹤0.01% 1044

Other funds holding CNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Clearstead Advisors's CNX Position: Q2 2026 in Review

Clearstead Advisors increased its CNX Resources (CNX) stake by 1,635% in Q2 2026, buying an estimated $23.6K and bringing the position to 694 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Clearstead Advisors first reported a position in CNX in Q3 2024 and has held it in 8 quarters since. The position peaked at $104K in Q4 2024. 385 funds tracked by Wall St. Rank hold CNX as of Q2 2026.

  • Clearstead Advisors held 694 shares of CNX Resources worth $23.5K as of Q2 2026.
  • Clearstead Advisors bought 654 CNX Resources shares in Q2 2026, an estimated $23.6K.
  • CNX Resources made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1752 holding.
  • Clearstead Advisors first reported a position in CNX Resources in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's CNX Resources position peaked at $104K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held CNX Resources as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.