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

Sargent Investment 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 		$219K Hold
2,425
– – 0.03% 241
2025
Q4 		$217K Buy
+2,425
New +$229K 0.03% 241

Other funds holding CNRG

MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sargent Investment Group's CNRG Position: Q1 2026 in Review

Sargent Investment Group held its State Street SPDR S&P Kensho Clean Power ETF (CNRG) position steady in Q1 2026 at 2,425 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #241.

Sargent Investment Group first reported a position in CNRG in Q4 2025 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold CNRG as of Q1 2026.

  • Sargent Investment Group held 2,425 shares of State Street SPDR S&P Kensho Clean Power ETF worth $219K as of Q1 2026.
  • Sargent Investment Group left its State Street SPDR S&P Kensho Clean Power ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Kensho Clean Power ETF made up 0.03% of Sargent Investment Group's portfolio in Q1 2026, its #241 holding.
  • Sargent Investment Group first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2025 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.