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Heck Capital Advisors’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Heck Capital Advisors’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
2025
Q1 		– Sell
-529
Closed -$32K – 351
2024
Q4 		$32K Buy
+529
New +$33K ﹤0.01% 430

Other funds holding CNRG

SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
OFG
Opulen Financial Group Arlington, Virginia $159M AUM 19.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heck Capital Advisors's CNRG Position: Q1 2025 in Review

Heck Capital Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q1 2025, closing a stake of 529 shares — an estimated $32K sold.

Heck Capital Advisors first reported a position in CNRG in Q4 2024 and held it in 1 quarter. The position peaked at $32K in Q4 2024. 64 funds tracked by Wall St. Rank hold CNRG as of Q1 2025.

  • Heck Capital Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 529 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2025, an estimated $32K.
  • Heck Capital Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $32K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.