Creative Planning
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Creative Planning's CNX Position: Q2 2026 in Review

Creative Planning reduced its CNX Resources (CNX) stake by 5.7% in Q2 2026, selling an estimated $155K and leaving 71,174 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Creative Planning first reported a position in CNX in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.91M in Q1 2026. 386 funds tracked by Wall St. Rank hold CNX as of Q2 2026.

  • Creative Planning held 71,174 shares of CNX Resources worth $2.41M as of Q2 2026.
  • Creative Planning sold 4,308 CNX Resources shares in Q2 2026, an estimated $155K.
  • CNX Resources made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1933 holding.
  • Creative Planning first reported a position in CNX Resources in Q2 2013 and has held it in 30 quarters since.
  • Creative Planning's CNX Resources position peaked at $2.91M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held CNX Resources as of Q2 2026.

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