CX Institutional’s Cohen & Steers Future of Energy Active ETF CSEN Stock Holding History

CX Institutional’s Portfolio CSEN Stock Details CSEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$223K	Buy	+8,993	New	+$226K	0.01%	719

Other funds holding CSEN

BPW

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's CSEN Position: Q3 2026 in Review

CX Institutional opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q3 2026: 8,993 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #719 among its holdings.

6 funds tracked by Wall St. Rank hold CSEN as of Q3 2026.

CX Institutional held 8,993 shares of Cohen & Steers Future of Energy Active ETF worth $223K as of Q3 2026.
Cohen & Steers Future of Energy Active ETF was a new CX Institutional position in Q3 2026.
Cohen & Steers Future of Energy Active ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #719 holding.
6 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.