LPL Financial’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

LPL Financial’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
2026 Q1	$3.39M	Buy	37,497 +9,266	+33%	+$889K	﹤0.01%	2993
2025 Q4	$2.53M	Sell	28,231 -1,164	-4%	-$110K	﹤0.01%	3172
2025 Q3	$2.47M	Sell	29,395 -1,785	-6%	-$127K	﹤0.01%	3124
2025 Q2	$1.85M	Sell	31,180 -22,110	-41%	-$1.19M	﹤0.01%	3197
2025 Q1	$2.68M	Sell	53,290 -175,878	-77%	-$10.2M	﹤0.01%	2689
2024 Q4	$13.9M	Buy	229,168 +2,289	+1%	+$143K	0.01%	1309
2024 Q3	$14.9M	Buy	226,879 +6,825	+3%	+$422K	0.01%	1204
2024 Q2	$13.3M	Buy	220,054 +22,708	+12%	+$1.43M	0.01%	1189
2024 Q1	$12.8M	Sell	197,346 -9,516	-5%	-$607K	0.01%	1170
2023 Q4	$14.8M	Buy	206,862 +30,688	+17%	+$1.99M	0.01%	1022
2023 Q3	$11.9M	Buy	176,174 +17,389	+11%	+$1.35M	0.01%	1062
2023 Q2	$13.4M	Buy	158,785 +1,280	+0.8%	+$106K	0.01%	975
2023 Q1	$13.7M	Buy	157,505 +17,331	+12%	+$1.51M	0.01%	928
2022 Q4	$11.5M	Buy	140,174 +18,977	+16%	+$1.63M	0.01%	955
2022 Q3	$10.3M	Buy	121,197 +21,152	+21%	+$1.93M	0.01%	937
2022 Q2	$7.8M	Buy	100,045 +4,816	+5%	+$390K	0.01%	1105
2022 Q1	$8.54M	Buy	95,229 +7,207	+8%	+$600K	0.01%	1085
2021 Q4	$7.94M	Buy	88,022 +15,742	+22%	+$1.58M	0.01%	1164
2021 Q3	$6.79M	Sell	72,280 -48,245	-40%	-$4.72M	0.01%	1188
2021 Q2	$12.8M	Buy	120,525 +38,361	+47%	+$3.94M	0.01%	781
2021 Q1	$9.37M	Buy	82,164 +69,425	+545%	+$8.7M	0.01%	861
2020 Q4	$1.38M	Buy	+12,739	New	+$1.13M	﹤0.01%	1939

Other funds holding CNRG

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

LPL Financial's CNRG Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 33% in Q1 2026, buying an estimated $889K and bringing the position to 37,497 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2993.

LPL Financial first reported a position in CNRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.9M in Q3 2024. 67 funds tracked by Wall St. Rank hold CNRG as of Q1 2026.

LPL Financial held 37,497 shares of State Street SPDR S&P Kensho Clean Power ETF worth $3.39M as of Q1 2026.
LPL Financial bought 9,266 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2026, an estimated $889K.
State Street SPDR S&P Kensho Clean Power ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2993 holding.
LPL Financial first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2020 and has held it in 22 quarters since.
LPL Financial's State Street SPDR S&P Kensho Clean Power ETF position peaked at $14.9M in Q3 2024.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.