FWM
CSEN

ForthRight Wealth Management’s Cohen & Steers Future of Energy Active ETF CSEN Stock Holding History

ForthRight Wealth Management’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
Q2 		$3.98M Buy
+168,195
New +$4.05M 1.02% 17

Other funds holding CSEN

TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

ForthRight Wealth Management's CSEN Position: Q2 2026 in Review

ForthRight Wealth Management opened a new position in Cohen & Steers Future of Energy Active ETF (CSEN) in Q2 2026: 168,195 shares worth $3.98M. The stake represents 1.02% of the portfolio and ranks #17 among its holdings.

34 funds tracked by Wall St. Rank hold CSEN as of Q2 2026.

  • ForthRight Wealth Management held 168,195 shares of Cohen & Steers Future of Energy Active ETF worth $3.98M as of Q2 2026.
  • Cohen & Steers Future of Energy Active ETF was a new ForthRight Wealth Management position in Q2 2026.
  • Cohen & Steers Future of Energy Active ETF made up 1.02% of ForthRight Wealth Management's portfolio in Q2 2026, its #17 holding.
  • 34 funds tracked by Wall St. Rank held Cohen & Steers Future of Energy Active ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.