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 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

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's CNRG Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 0.03% in Q1 2026, buying an estimated $96 and bringing the position to 3,004 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

Creative Planning first reported a position in CNRG in Q4 2020 and has held it in 5 quarters since. The position peaked at $291K in Q1 2021. 67 funds tracked by Wall St. Rank hold CNRG as of Q1 2026.

Creative Planning held 3,004 shares of State Street SPDR S&P Kensho Clean Power ETF worth $271K as of Q1 2026.
Creative Planning bought 1 State Street SPDR S&P Kensho Clean Power ETF share in Q1 2026, an estimated $96.
State Street SPDR S&P Kensho Clean Power ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3494 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 5 quarters since.
Creative Planning's State Street SPDR S&P Kensho Clean Power ETF position peaked at $291K in Q1 2021.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2026.

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