Creative Planning’s CNX Resources CNX Stock Holding History

Creative Planning’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
2017 Q1	–	Sell	-480	Closed	-$2K	–	4676
2016 Q4	$2K	Buy	+480	New	+$7.58K	﹤0.01%	4244

Other funds holding CNX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Creative Planning's CNX Position: Q1 2026 in Review

Creative Planning increased its CNX Resources (CNX) stake by 4.5% in Q1 2026, buying an estimated $128K and bringing the position to 75,482 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Creative Planning first reported a position in CNX in Q2 2013 and has held it in 29 quarters since. 420 funds tracked by Wall St. Rank hold CNX as of Q1 2026.

Creative Planning held 75,482 shares of CNX Resources worth $2.91M as of Q1 2026.
Creative Planning bought 3,271 CNX Resources shares in Q1 2026, an estimated $128K.
CNX Resources made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1602 holding.
Creative Planning first reported a position in CNX Resources in Q2 2013 and has held it in 29 quarters since.
420 funds tracked by Wall St. Rank held CNX Resources as of Q1 2026.

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