Creative Planning
CNR

Creative Planning’s Core Natural Resources Inc CNR Stock Holding History

Creative Planning’s Portfolio CNR Stock Details CNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.94M Buy
37,653
+2,773
+8% +$264K ﹤0.01% 1371
2025
Q4 		$3.09M Buy
34,880
+9,626
+38% +$821K ﹤0.01% 1367
2025
Q3 		$2.11M Buy
25,254
+11,422
+83% +$856K ﹤0.01% 1503
2025
Q2 		$965K Sell
13,832
-1,994
-13% -$142K ﹤0.01% 1878
2025
Q1 		$1.22M Buy
15,826
+9,643
+156% +$815K ﹤0.01% 1552
2024
Q4 		$660K Buy
6,183
+975
+19% +$112K ﹤0.01% 1970
2024
Q3 		$545K Buy
5,208
+1,242
+31% +$121K ﹤0.01% 2030
2024
Q2 		$405K Buy
+3,966
New +$361K ﹤0.01% 2114
2024
Q1 		– Sell
-2,466
Closed -$248K – 3022
2023
Q4 		$248K Buy
2,466
+2,452
+17,514% +$249K ﹤0.01% 2242
2023
Q3 		$1.47K Buy
+14
New +$1.14K ﹤0.01% 2821

Other funds holding CNR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return

Creative Planning's CNR Position: Q1 2026 in Review

Creative Planning increased its Core Natural Resources Inc (CNR) stake by 8% in Q1 2026, buying an estimated $264K and bringing the position to 37,653 shares worth $3.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Creative Planning first reported a position in CNR in Q3 2023 and has held it in 10 quarters since. 380 funds tracked by Wall St. Rank hold CNR as of Q1 2026.

  • Creative Planning held 37,653 shares of Core Natural Resources Inc worth $3.94M as of Q1 2026.
  • Creative Planning bought 2,773 Core Natural Resources Inc shares in Q1 2026, an estimated $264K.
  • Core Natural Resources Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1371 holding.
  • Creative Planning first reported a position in Core Natural Resources Inc in Q3 2023 and has held it in 10 quarters since.
  • 380 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.