Creative Planning
PNRG icon

Creative Planning’s PrimeEnergy Resources PNRG Stock Holding History

Creative Planning’s Portfolio PNRG Stock Details PNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Buy
1,310
+379
+41% +$80.3K ﹤0.01% 3818
2026
Q1 		$217K Buy
+931
New +$179K ﹤0.01% 3672
2014
Q2 		– Sell
-100
Closed -$5K – 3921
2014
Q1 		$5K Buy
+100
New +$5.22K ﹤0.01% 3096

Other funds holding PNRG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's PNRG Position: Q2 2026 in Review

Creative Planning increased its PrimeEnergy Resources (PNRG) stake by 41% in Q2 2026, buying an estimated $80.3K and bringing the position to 1,310 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3818.

Creative Planning first reported a position in PNRG in Q1 2014 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold PNRG as of Q2 2026.

  • Creative Planning held 1,310 shares of PrimeEnergy Resources worth $219K as of Q2 2026.
  • Creative Planning bought 379 PrimeEnergy Resources shares in Q2 2026, an estimated $80.3K.
  • PrimeEnergy Resources made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3818 holding.
  • Creative Planning first reported a position in PrimeEnergy Resources in Q1 2014 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q2 2026.

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