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

Opulen Financial 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
2026 Q1	$649K	Sell	7,186 -1,568	-18%	-$150K	0.46%	45
2025 Q4	$783K	Sell	8,754 -2,135	-20%	-$202K	0.57%	38
2025 Q3	$917K	Sell	10,889 -466	-4%	-$33.3K	0.69%	34
2025 Q2	$675K	Sell	11,355 -1,135	-9%	-$61.3K	0.55%	41
2025 Q1	$629K	Sell	12,490 -89	-0.7%	-$5.19K	0.57%	37
2024 Q4	$762K	Buy	+12,579	New	+$785K	0.69%	35

Other funds holding CNRG

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $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

Opulen Financial Group's CNRG Position: Q1 2026 in Review

Opulen Financial Group reduced its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 18% in Q1 2026, selling an estimated $150K and leaving 7,186 shares worth $649K. The position accounts for 0.46% of the portfolio, ranked #45.

Opulen Financial Group first reported a position in CNRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $917K in Q3 2025. 67 funds tracked by Wall St. Rank hold CNRG as of Q1 2026.

Opulen Financial Group held 7,186 shares of State Street SPDR S&P Kensho Clean Power ETF worth $649K as of Q1 2026.
Opulen Financial Group sold 1,568 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2026, an estimated $150K.
State Street SPDR S&P Kensho Clean Power ETF made up 0.46% of Opulen Financial Group's portfolio in Q1 2026, its #45 holding.
Opulen Financial Group first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2024 and has held it in 6 quarters since.
Opulen Financial Group's State Street SPDR S&P Kensho Clean Power ETF position peaked at $917K in Q3 2025.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.