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 Q2	$706K	Sell	6,240 -946	-13%	-$101K	0.44%	49
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Opulen Financial Group's CNRG Position: Q2 2026 in Review

Opulen Financial Group reduced its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 13% in Q2 2026, selling an estimated $101K and leaving 6,240 shares worth $706K. The position accounts for 0.44% of the portfolio, ranked #49.

Opulen Financial Group first reported a position in CNRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $917K in Q3 2025. 72 funds tracked by Wall St. Rank hold CNRG as of Q2 2026.

Opulen Financial Group held 6,240 shares of State Street SPDR S&P Kensho Clean Power ETF worth $706K as of Q2 2026.
Opulen Financial Group sold 946 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2026, an estimated $101K.
State Street SPDR S&P Kensho Clean Power ETF made up 0.44% of Opulen Financial Group's portfolio in Q2 2026, its #49 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 7 quarters since.
Opulen Financial Group's State Street SPDR S&P Kensho Clean Power ETF position peaked at $917K in Q3 2025.
72 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.