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

Milestone Investment 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
2025 Q2	–	Sell	-178	Closed	-$8.95K	–	126
2025 Q1	$8.95K	Buy	178 +1	+0.6%	+$58	﹤0.01%	120
2024 Q4	$10.7K	Hold	177	–	–	﹤0.01%	120
2024 Q3	$11.6K	Buy	177 +1	+0.6%	+$62	﹤0.01%	118
2024 Q2	$10.6K	Hold	176	–	–	﹤0.01%	117
2024 Q1	$11.4K	Buy	176 +1	+0.6%	+$64	﹤0.01%	115
2023 Q4	$12.6K	Buy	175 +1	+0.6%	+$65	﹤0.01%	112
2023 Q3	$11.8K	Hold	174	–	–	﹤0.01%	289
2023 Q2	$14.7K	Buy	174 +1	+0.6%	+$83	﹤0.01%	103
2023 Q1	$15K	Hold	173	–	–	﹤0.01%	282
2022 Q4	$14.2K	Buy	+173	New	+$14.9K	0.01%	103

Other funds holding CNRG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OFG

Opulen Financial Group Arlington, Virginia $142M AUM 14.09% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Milestone Investment Advisors's CNRG Position: Q2 2025 in Review

Milestone Investment Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q2 2025, closing a stake of 178 shares — an estimated $8.95K sold.

Milestone Investment Advisors first reported a position in CNRG in Q4 2022 and held it in 10 quarters. The position peaked at $15K in Q1 2023. 57 funds tracked by Wall St. Rank hold CNRG as of Q2 2025.

Milestone Investment Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q2 2025 after selling out during the quarter.
Milestone Investment Advisors sold 178 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2025, an estimated $8.95K.
Milestone Investment Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2022 and held it in 10 quarters.
Milestone Investment Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $15K in Q1 2023.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2025.

Based on Milestone Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.