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

MFA Wealth 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
2024
Q4 		– Sell
-1,133
Closed -$74.5K – 130
2024
Q3 		$74.5K Hold
1,133
– – 0.02% 154
2024
Q2 		$68.4K Buy
+1,133
New +$71.4K 0.01% 162

Other funds holding CNRG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
OFG
Opulen Financial Group Arlington, Virginia $142M AUM 14.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFA Wealth Advisors's CNRG Position: Q4 2024 in Review

MFA Wealth Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q4 2024, closing a stake of 1,133 shares — an estimated $74.5K sold.

MFA Wealth Advisors first reported a position in CNRG in Q2 2024 and held it in 2 quarters. The position peaked at $74.5K in Q3 2024. 67 funds tracked by Wall St. Rank hold CNRG as of Q4 2024.

  • MFA Wealth Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 1,133 State Street SPDR S&P Kensho Clean Power ETF shares in Q4 2024, an estimated $74.5K.
  • MFA Wealth Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $74.5K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.