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Mount Yale Investment Advisors’s CNX Resources CNX Stock Holding History

Mount Yale Investment Advisors’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,354
Closed -$45.6K – 849
2025
Q2 		$45.6K Buy
+1,354
New +$42.7K ﹤0.01% 841

Other funds holding CNX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mount Yale Investment Advisors's CNX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of CNX Resources (CNX) in Q3 2025, closing a stake of 1,354 shares — an estimated $45.6K sold.

Mount Yale Investment Advisors first reported a position in CNX in Q2 2025 and held it in 1 quarter. The position peaked at $45.6K in Q2 2025. 364 funds tracked by Wall St. Rank hold CNX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining CNX Resources position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,354 CNX Resources shares in Q3 2025, an estimated $45.6K.
  • Mount Yale Investment Advisors first reported a position in CNX Resources in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's CNX Resources position peaked at $45.6K in Q2 2025.
  • 364 funds tracked by Wall St. Rank held CNX Resources as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.