Nalls Sherbakoff Group’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Nalls Sherbakoff Group’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 Q4	$168K	Sell	1,877 -254	-12%	-$24K	0.12%	113
2025 Q3	$179K	Hold	2,131	–	–	0.12%	108
2025 Q2	$127K	Hold	2,131	–	–	0.09%	120
2025 Q1	$107K	Buy	+2,131	New	+$124K	0.09%	120
2023 Q4	$147K	Sell	2,043 -11	-0.5%	-$715	0.13%	101
2023 Q3	$139K	Hold	2,054	–	–	0.13%	100
2023 Q2	$165K	Sell	2,054 -949	-32%	-$78.4K	0.16%	92
2023 Q1	$256K	Buy	+3,003	New	+$262K	0.25%	58

Other funds holding CNRG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OFG

Opulen Financial Group Arlington, Virginia $159M AUM 19.57% 1-Year Est. Return

WIP

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

Nalls Sherbakoff Group's CNRG Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 12% in Q4 2025, selling an estimated $24K and leaving 1,877 shares worth $168K. The position accounts for 0.12% of the portfolio, ranked #113.

Nalls Sherbakoff Group first reported a position in CNRG in Q1 2023 and has held it in 8 quarters since. The position peaked at $256K in Q1 2023. 67 funds tracked by Wall St. Rank hold CNRG as of Q4 2025.

Nalls Sherbakoff Group held 1,877 shares of State Street SPDR S&P Kensho Clean Power ETF worth $168K as of Q4 2025.
Nalls Sherbakoff Group sold 254 State Street SPDR S&P Kensho Clean Power ETF shares in Q4 2025, an estimated $24K.
State Street SPDR S&P Kensho Clean Power ETF made up 0.12% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #113 holding.
Nalls Sherbakoff Group first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's State Street SPDR S&P Kensho Clean Power ETF position peaked at $256K in Q1 2023.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.