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 Q2	$597K	Sell	34,335 -757	-2%	-$13K	﹤0.01%	3063
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 $126M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HPC

Highland Peak Capital Old Greenwich, Connecticut $344M AUM 141.35% 1-Year Est. Return

Creative Planning's HNRG Position: Q2 2026 in Review

Creative Planning reduced its Hallador Energy (HNRG) stake by 2.2% in Q2 2026, selling an estimated $13K and leaving 34,335 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Creative Planning first reported a position in HNRG in Q2 2017 and has held it in 16 quarters since. The position peaked at $803K in Q3 2025. 172 funds tracked by Wall St. Rank hold HNRG as of Q2 2026.

Creative Planning held 34,335 shares of Hallador Energy worth $597K as of Q2 2026.
Creative Planning sold 757 Hallador Energy shares in Q2 2026, an estimated $13K.
Hallador Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3063 holding.
Creative Planning first reported a position in Hallador Energy in Q2 2017 and has held it in 16 quarters since.
Creative Planning's Hallador Energy position peaked at $803K in Q3 2025.
172 funds tracked by Wall St. Rank held Hallador Energy as of Q2 2026.

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