Creative Planning

Creative Planning’s Hallador Energy HNRG Stock Holding History

Creative Planning’s Portfolio HNRG Stock Details HNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$571K	Sell	35,092 -3,075	-8%	-$57.3K	﹤0.01%	2924
2025 Q4	$727K	Sell	38,167 -2,873	-7%	-$58.2K	﹤0.01%	2535
2025 Q3	$803K	Sell	41,040 -2,684	-6%	-$46.1K	﹤0.01%	2328
2025 Q2	$692K	Buy	43,724 +18,075	+70%	+$279K	﹤0.01%	2171
2025 Q1	$315K	Buy	25,649 +23,416	+1,049%	+$263K	﹤0.01%	2714
2024 Q4	$25.6K	Buy	+2,233	New	+$24.9K	﹤0.01%	3315
2020 Q2	–	Sell	-10,000	Closed	-$9K	–	2065
2020 Q1	$9K	Hold	10,000	–	–	﹤0.01%	1771
2019 Q4	$30K	Hold	10,000	–	–	﹤0.01%	1850
2019 Q3	$36K	Hold	10,000	–	–	﹤0.01%	1819
2019 Q2	$56K	Hold	10,000	–	–	﹤0.01%	1806
2019 Q1	$53K	Hold	10,000	–	–	﹤0.01%	1773
2018 Q4	$51K	Hold	10,000	–	–	﹤0.01%	1710
2018 Q3	$62K	Hold	10,000	–	–	﹤0.01%	1851
2018 Q2	$71K	Buy	+10,000	New	+$71K	﹤0.01%	1820
2017 Q3	–	Sell	-76	Closed	-$1K	–	2689
2017 Q2	$1K	Buy	+76	New	+$570	﹤0.01%	4444

Other funds holding HNRG

Lubar & Co Milwaukee, Wisconsin $119M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return