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Principal Securities’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Principal Securities’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
2024
Q1 		– Sell
-71
Closed -$5.09K – 3332
2023
Q4 		$5.09K Buy
+71
New +$4.61K ﹤0.01% 2527

Other funds holding CNRG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Principal Securities's CNRG Position: Q1 2024 in Review

Principal Securities sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q1 2024, closing a stake of 71 shares — an estimated $5.09K sold.

Principal Securities first reported a position in CNRG in Q4 2023 and held it in 1 quarter. The position peaked at $5.09K in Q4 2023. 74 funds tracked by Wall St. Rank hold CNRG as of Q1 2024.

  • Principal Securities reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q1 2024 after selling out during the quarter.
  • Principal Securities sold 71 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2024, an estimated $5.09K.
  • Principal Securities first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2023 and held it in 1 quarter.
  • Principal Securities's State Street SPDR S&P Kensho Clean Power ETF position peaked at $5.09K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2024.

Based on Principal Securities's 13F filing for Q1 2024, filed 10 May 2024.