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MWM
Mascoma Wealth Management’s
State Street SPDR S&P Kensho Clean Power ETF
CNRG
Stock Holding History
Mascoma Wealth Management’s Portfolio
CNRG Stock Details
CNRG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$20.2K
Sell
224
-128
-36%
-$12.3K
﹤0.01%
260
2025
Q4
$31.5K
Hold
352
–
–
0.01%
220
2025
Q3
$29.6K
Hold
352
–
–
0.01%
236
2025
Q2
$20.9K
Sell
352
-188
-35%
-$10.2K
﹤0.01%
257
2025
Q1
$27.2K
Sell
540
-289
-35%
-$16.8K
0.01%
237
2024
Q4
$50.2K
Hold
829
–
–
0.01%
196
2024
Q3
$54.5K
Hold
829
–
–
0.01%
186
2024
Q2
$50K
Sell
829
-180
-18%
-$11.3K
0.01%
191
2024
Q1
$65.3K
Sell
1,009
-156
-13%
-$9.95K
0.02%
161
2023
Q4
$83.6K
Sell
1,165
-988
-46%
-$64.2K
0.03%
146
2023
Q3
$145K
Sell
2,153
-25
-1%
-$1.95K
0.05%
117
2023
Q2
$170K
Sell
2,178
-5,866
-73%
-$485K
0.05%
113
2023
Q1
$659K
Buy
8,044
+206
+3%
+$18K
0.19%
54
2022
Q4
$643K
Buy
7,838
+535
+7%
+$46K
0.2%
58
2022
Q3
$620K
Buy
7,303
+222
+3%
+$20.3K
0.21%
60
2022
Q2
$552K
Sell
7,081
-5,394
-43%
-$437K
0.19%
63
2022
Q1
$1.12M
Buy
12,475
+4,021
+48%
+$335K
0.36%
50
2021
Q4
$762K
Buy
8,454
+2,631
+45%
+$264K
0.26%
53
2021
Q3
$547K
Buy
5,823
+111
+2%
+$10.9K
0.21%
57
2021
Q2
$605K
Sell
5,712
-1,430
-20%
-$147K
0.26%
53
2021
Q1
$814K
Buy
+7,142
New
+$895K
0.35%
47
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$593M AUM
28.9%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
Lido Advisors
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$32.7B AUM
19.2%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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