Creative Planning’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Creative Planning’s Portfolio CNRG Stock Details CNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$424K	Buy	3,753 +749	+25%	+$79.9K	﹤0.01%	3308
2026 Q1	$271K	Buy	3,004 +1	+0%	+$96	﹤0.01%	3494
2025 Q4	$269K	Buy	3,003 +17	+0.6%	+$1.61K	﹤0.01%	3328
2025 Q3	$251K	Buy	+2,986	New	+$213K	﹤0.01%	3288
2021 Q2	–	Sell	-2,555	Closed	-$291K	–	2172
2021 Q1	$291K	Buy	2,555 +24	+0.9%	+$3.01K	﹤0.01%	1814
2020 Q4	$274K	Buy	+2,531	New	+$224K	﹤0.01%	1682

Other funds holding CNRG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's CNRG Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 25% in Q2 2026, buying an estimated $79.9K and bringing the position to 3,753 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

Creative Planning first reported a position in CNRG in Q4 2020 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold CNRG as of Q2 2026.

Creative Planning held 3,753 shares of State Street SPDR S&P Kensho Clean Power ETF worth $424K as of Q2 2026.
Creative Planning bought 749 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2026, an estimated $79.9K.
State Street SPDR S&P Kensho Clean Power ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3308 holding.
Creative Planning first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2020 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.