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

WealthCare Investment Partners’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	$701K	Sell	7,415 -289	-4%	-$27.7K	0.19%	97
2025 Q4	$725K	Sell	7,704 -1,752	-19%	-$165K	0.21%	93
2025 Q3	$838K	Sell	9,456 -296	-3%	-$21.1K	0.27%	81
2025 Q2	$634K	Sell	9,752 -586	-6%	-$31.6K	0.23%	89
2025 Q1	$473K	Sell	10,338 -6,093	-37%	-$355K	0.2%	95
2024 Q4	$1.04M	Sell	16,431 -1,111	-6%	-$69.3K	0.45%	61
2024 Q3	$1.14M	Buy	17,542 +813	+5%	+$50.3K	0.5%	54
2024 Q2	$1.01M	Buy	16,729 +2,024	+14%	+$127K	0.47%	56
2024 Q1	$952K	Buy	14,705 +3,570	+32%	+$228K	0.46%	56
2023 Q4	$753K	Sell	11,135 -48	-0.4%	-$3.12K	0.41%	64
2023 Q3	$725K	Buy	11,183 +766	+7%	+$59.6K	0.44%	59
2023 Q2	$875K	Sell	10,417 -735	-7%	-$60.7K	0.53%	50
2023 Q1	$967K	Buy	11,152 +111	+1%	+$9.7K	0.58%	47
2022 Q4	$905K	Sell	11,041 -628	-5%	-$54K	0.62%	40
2022 Q3	$991K	Sell	11,669 -1,631	-12%	-$149K	0.82%	38
2022 Q2	$1.04M	Sell	13,300 -1,493	-10%	-$121K	0.89%	38
2022 Q1	$1.29M	Sell	14,793 -6,462	-30%	-$538K	1.14%	24
2021 Q4	$1.92M	Buy	+21,255	New	+$2.13M	1.85%	13

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

WealthCare Investment Partners's CNRG Position: Q1 2026 in Review

WealthCare Investment Partners reduced its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 3.8% in Q1 2026, selling an estimated $27.7K and leaving 7,415 shares worth $701K. The position accounts for 0.19% of the portfolio, ranked #97.

WealthCare Investment Partners first reported a position in CNRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.92M in Q4 2021. 67 funds tracked by Wall St. Rank hold CNRG as of Q1 2026.

WealthCare Investment Partners held 7,415 shares of State Street SPDR S&P Kensho Clean Power ETF worth $701K as of Q1 2026.
WealthCare Investment Partners sold 289 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2026, an estimated $27.7K.
State Street SPDR S&P Kensho Clean Power ETF made up 0.19% of WealthCare Investment Partners's portfolio in Q1 2026, its #97 holding.
WealthCare Investment Partners first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2021 and has held it in 18 quarters since.
WealthCare Investment Partners's State Street SPDR S&P Kensho Clean Power ETF position peaked at $1.92M in Q4 2021.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.