Private Wealth Management Group’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Private Wealth Management 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	–	Sell	-78	Closed	-$6.97K	–	1459
2025 Q4	$6.97K	Buy	78 +1	+1%	+$94	﹤0.01%	644
2025 Q3	$6.51K	Hold	77	–	–	﹤0.01%	686
2025 Q2	$4.58K	Hold	77	–	–	﹤0.01%	792
2025 Q1	$3.87K	Hold	77	–	–	﹤0.01%	819
2024 Q4	$4.64K	Hold	77	–	–	﹤0.01%	773
2024 Q3	$5.04K	Buy	77 +1	+1%	+$62	﹤0.01%	736
2024 Q2	$4.6K	Hold	76	–	–	﹤0.01%	734
2024 Q1	$4.92K	Hold	76	–	–	﹤0.01%	625
2023 Q4	$5.43K	Buy	+76	New	+$4.94K	﹤0.01%	602

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

Private Wealth Management Group's CNRG Position: Q1 2026 in Review

Private Wealth Management Group sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q1 2026, closing a stake of 78 shares — an estimated $6.97K sold.

Private Wealth Management Group first reported a position in CNRG in Q4 2023 and held it in 9 quarters. The position peaked at $6.97K in Q4 2025. 67 funds tracked by Wall St. Rank hold CNRG as of Q1 2026.

Private Wealth Management Group reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 78 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2026, an estimated $6.97K.
Private Wealth Management Group first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's State Street SPDR S&P Kensho Clean Power ETF position peaked at $6.97K in Q4 2025.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.