LWP
CNRG icon

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

Laurel Wealth Planning’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
2022
Q2 		– Sell
-103
Closed -$9K – 247
2022
Q1 		$9K Buy
+103
New +$8.57K 0.01% 194

Other funds holding CNRG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Laurel Wealth Planning's CNRG Position: Q2 2022 in Review

Laurel Wealth Planning sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q2 2022, closing a stake of 103 shares — an estimated $9K sold.

Laurel Wealth Planning first reported a position in CNRG in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 73 funds tracked by Wall St. Rank hold CNRG as of Q2 2022.

  • Laurel Wealth Planning reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 103 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2022, an estimated $9K.
  • Laurel Wealth Planning first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's State Street SPDR S&P Kensho Clean Power ETF position peaked at $9K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.