Creative Planning
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Creative Planning’s Canadian Natural Resources CNQ Stock Holding History

Creative Planning’s Portfolio CNQ Stock Details CNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,676
Closed -$1K – 2223
2017
Q2 		$1K Sell
3,676
-10,210
-74% -$154K ﹤0.01% 4412
2017
Q1 		$3K Hold
13,886
– – ﹤0.01% 4136
2016
Q4 		$10K Buy
+13,886
New +$220K ﹤0.01% 3540

Other funds holding CNQ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Creative Planning's CNQ Position: Q3 2026 in Review

Creative Planning increased its Canadian Natural Resources (CNQ) stake by 19% in Q3 2026, buying an estimated $3.89M and bringing the position to 506,153 shares worth $23.8M. The position accounts for 0.01% of the portfolio, ranked #464.

Creative Planning first reported a position in CNQ in Q2 2013 and has held it in 36 quarters since. 350 funds tracked by Wall St. Rank hold CNQ as of Q3 2026.

  • Creative Planning held 506,153 shares of Canadian Natural Resources worth $23.8M as of Q3 2026.
  • Creative Planning bought 82,578 Canadian Natural Resources shares in Q3 2026, an estimated $3.89M.
  • Canadian Natural Resources made up 0.01% of Creative Planning's portfolio in Q3 2026, its #464 holding.
  • Creative Planning first reported a position in Canadian Natural Resources in Q2 2013 and has held it in 36 quarters since.
  • 350 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.