MSFP
CNR

Mark Sheptoff Financial Planning’s Core Natural Resources Inc CNR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CNR Stock Details CNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-150
Closed -$11.6K – 533
2025
Q1 		$11.6K Buy
+150
New +$12.7K 0.01% 304
2024
Q4 		– Sell
-150
Closed -$15.7K – 452
2024
Q3 		$15.7K Hold
150
– – 0.01% 268
2024
Q2 		$15.3K Hold
150
– – 0.01% 277
2024
Q1 		$12.6K Hold
150
– – 0.01% 276
2023
Q4 		$15.1K Hold
150
– – 0.01% 252
2023
Q3 		$15.7K Buy
+150
New +$12.3K 0.01% 231

Other funds holding CNR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mark Sheptoff Financial Planning's CNR Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of Core Natural Resources Inc (CNR) in Q2 2025, closing a stake of 150 shares — an estimated $11.6K sold.

Mark Sheptoff Financial Planning first reported a position in CNR in Q3 2023 and held it in 6 quarters. The position peaked at $15.7K in Q3 2023. 304 funds tracked by Wall St. Rank hold CNR as of Q2 2025.

  • Mark Sheptoff Financial Planning reported no remaining Core Natural Resources Inc position as of Q2 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 150 Core Natural Resources Inc shares in Q2 2025, an estimated $11.6K.
  • Mark Sheptoff Financial Planning first reported a position in Core Natural Resources Inc in Q3 2023 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Core Natural Resources Inc position peaked at $15.7K in Q3 2023.
  • 304 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.