Covestor’s CNX Resources CNX Stock Holding History

Covestor’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 Q1	$242K	Buy	6,284 +5,952	+1,793%	+$232K	0.17%	91
2025 Q4	$12K	Hold	332	–	–	0.01%	1476
2025 Q3	$11K	Sell	332 -30	-8%	-$919	0.01%	1530
2025 Q2	$12K	Sell	362 -92	-20%	-$2.9K	0.01%	1457
2025 Q1	$14K	Sell	454 -43	-9%	-$1.29K	0.01%	1302
2024 Q4	$18K	Buy	497 +19	+4%	+$700	0.01%	1240
2024 Q3	$16K	Buy	478 +1	+0.2%	+$27	0.01%	1293
2024 Q2	$12K	Hold	477	–	–	0.01%	1397
2024 Q1	$11K	Sell	477 -1	-0.2%	-$21	0.01%	1495
2023 Q4	$10K	Sell	478 -2	-0.4%	-$43	0.01%	1546
2023 Q3	$11K	Sell	480 -5	-1%	-$104	0.01%	1364
2023 Q2	$9K	Sell	485 -2	-0.4%	-$32	0.01%	1488
2023 Q1	$8K	Sell	487 -1	-0.2%	-$16	0.01%	1413
2022 Q4	$8K	Sell	488 -1	-0.2%	-$17	0.01%	1411
2022 Q3	$8K	Sell	489 -4	-0.8%	-$68	0.01%	1337
2022 Q2	$8K	Buy	493 +461	+1,441%	+$9.44K	0.01%	1281
2022 Q1	$1K	Sell	32 -16	-33%	-$266	﹤0.01%	1760
2021 Q4	$1K	Buy	+48	New	+$675	﹤0.01%	1686

Other funds holding CNX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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