EPG Wealth Management’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

EPG Wealth Management’s Portfolio CNRG Stock Details CNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-200	Closed	-$13.2K	–	425
2024 Q3	$13.2K	Buy	+200	New	+$12.4K	﹤0.01%	362
2024 Q2	–	Sell	-400	Closed	-$25.2K	–	357
2024 Q1	$25.9K	Hold	400	–	–	0.01%	351
2023 Q4	$25.6K	Hold	400	–	–	0.01%	337
2023 Q3	$27K	Hold	400	–	–	0.01%	326
2023 Q2	$33.8K	Hold	400	–	–	0.01%	309
2023 Q1	$34.7K	Hold	400	–	–	0.01%	312
2022 Q4	$32.8K	Hold	400	–	–	0.01%	281
2022 Q3	$34K	Buy	+400	New	+$36.5K	0.01%	277
2022 Q2	–	Sell	-400	Closed	-$36K	–	231
2022 Q1	$36K	Buy	+400	New	+$33.3K	0.01%	307

Other funds holding CNRG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

OFG

Opulen Financial Group Arlington, Virginia $142M AUM 14.09% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EPG Wealth Management's CNRG Position: Q4 2024 in Review

EPG Wealth Management sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q4 2024, closing a stake of 200 shares — an estimated $13.2K sold.

EPG Wealth Management first reported a position in CNRG in Q1 2022 and held it in 9 quarters. The position peaked at $36K in Q1 2022. 67 funds tracked by Wall St. Rank hold CNRG as of Q4 2024.

EPG Wealth Management reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q4 2024 after selling out during the quarter.
EPG Wealth Management sold 200 State Street SPDR S&P Kensho Clean Power ETF shares in Q4 2024, an estimated $13.2K.
EPG Wealth Management first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q1 2022 and held it in 9 quarters.
EPG Wealth Management's State Street SPDR S&P Kensho Clean Power ETF position peaked at $36K in Q1 2022.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.