EWA
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EverSource Wealth Advisors’s CNX Resources CNX Stock Holding History

EverSource Wealth Advisors’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.6K Buy
1,494
+204
+16% +$7.96K ﹤0.01% 1782
2025
Q4 		$47.4K Sell
1,290
-645
-33% -$23.1K ﹤0.01% 1782
2025
Q3 		$62.2K Buy
1,935
+10
+0.5% +$306 ﹤0.01% 1549
2025
Q2 		$64.8K Buy
1,925
+1,535
+394% +$48.4K ﹤0.01% 1459
2025
Q1 		$12.3K Buy
390
+156
+67% +$4.7K ﹤0.01% 1989
2024
Q4 		$8.58K Buy
234
+18
+8% +$663 ﹤0.01% 2078
2024
Q3 		$7.04K Buy
216
+65
+43% +$1.75K ﹤0.01% 2062
2024
Q2 		$4K Buy
151
+117
+344% +$2.86K ﹤0.01% 2295
2024
Q1 		$800 Buy
+34
New +$706 ﹤0.01% 2638

Other funds holding CNX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return