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Steward Partners Investment Advisory’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Steward Partners Investment Advisory’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
Q3 		– Sell
-55
Closed -$3.32K – 3765
2024
Q2 		$3.32K Hold
55
– – ﹤0.01% 3162
2024
Q1 		$3.56K Hold
55
– – ﹤0.01% 3144
2023
Q4 		$3.95K Buy
+55
New +$3.57K ﹤0.01% 3046

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
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Partners Investment Advisory's CNRG Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q3 2024, closing a stake of 55 shares — an estimated $3.32K sold.

Steward Partners Investment Advisory first reported a position in CNRG in Q4 2023 and held it in 3 quarters. The position peaked at $3.95K in Q4 2023. 66 funds tracked by Wall St. Rank hold CNRG as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 55 State Street SPDR S&P Kensho Clean Power ETF shares in Q3 2024, an estimated $3.32K.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2023 and held it in 3 quarters.
  • Steward Partners Investment Advisory's State Street SPDR S&P Kensho Clean Power ETF position peaked at $3.95K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.