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
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 $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Creative Planning's PNRG Position: Q1 2026 in Review

Creative Planning opened a new position in PrimeEnergy Resources (PNRG) in Q1 2026: 931 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #3672 among its holdings. This is a return to the name: Creative Planning previously reported a position in PNRG as recently as Q1 2014.

Creative Planning first reported a position in PNRG in Q1 2014 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold PNRG as of Q1 2026.

  • Creative Planning held 931 shares of PrimeEnergy Resources worth $217K as of Q1 2026.
  • PrimeEnergy Resources was a new Creative Planning position in Q1 2026.
  • PrimeEnergy Resources made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3672 holding.
  • Creative Planning first reported a position in PrimeEnergy Resources in Q1 2014 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q1 2026.

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