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 Q2	$854K	Buy	7,555 +140	+2%	+$14.9K	0.21%	93
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthCare Investment Partners's CNRG Position: Q2 2026 in Review

WealthCare Investment Partners increased its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 1.9% in Q2 2026, buying an estimated $14.9K and bringing the position to 7,555 shares worth $854K. The position accounts for 0.21% of the portfolio, ranked #93.

WealthCare Investment Partners first reported a position in CNRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2021. 71 funds tracked by Wall St. Rank hold CNRG as of Q2 2026.

WealthCare Investment Partners held 7,555 shares of State Street SPDR S&P Kensho Clean Power ETF worth $854K as of Q2 2026.
WealthCare Investment Partners bought 140 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2026, an estimated $14.9K.
State Street SPDR S&P Kensho Clean Power ETF made up 0.21% of WealthCare Investment Partners's portfolio in Q2 2026, its #93 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 19 quarters since.
WealthCare Investment Partners's State Street SPDR S&P Kensho Clean Power ETF position peaked at $1.92M in Q4 2021.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.