PRINCIPAL SECURITIES, INC. CNX — CNX RES CORP

Ownership history in PRINCIPAL SECURITIES, INC.  ·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported CNX RES CORP (CNX) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows CNX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in CNX RES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CNX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CNX stock page PRINCIPAL SECURITIES, INC. fund profile PRINCIPAL SECURITIES, INC. full holdings
How PRINCIPAL SECURITIES, INC. held CNX — position size vs. price
% of Fund (quarterly)    CNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 25.1% +14.6% ❌ 807 -271 -25.1% 0.00% $26K 2025-11-14 (Est.) $36.78
2025 Q2 REDUCED 56.6% -3.5% ✅ 1,078 -1,406 -56.6% 0.00% $36K 2025-08-14 (Est.) $28.72
2025 Q1 UNCHANGED — — — 2,484 — 0% 0.00% $91K 2025-04-30 $29.43
2024 Q4 ADDED — — — 2,484 +691 +38.5% 0.00% $91K 2025-01-30 $27.51
2024 Q3 ADDED — — — 1,793 +712 +65.9% 0.00% $58K 2024-10-28 $35.21
2024 Q2 ADDED — — — 1,081 +3 +0.3% 0.00% $26K 2024-07-31 $26.47
2024 Q1 ADDED — — — 1,078 +90 +9.1% 0.00% $26K 2024-05-10 $23.26
2023 Q4 INITIATED — — — 988 — — 0.00% $20K 2024-02-07 $20.15

🏢 Other funds also holding CNX

As of 2026 Q1 — sorted by position size

O'Neil Global Advisors, Inc. 3Y 11.1% Southeast Asset Advisors, LLC 3Y 7Y 10.19% SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 3Y 7Y 7.61% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 2.17% Aventail Capital Group, LP 3Y 2.09% Wallace Capital Management Inc. 3Y 7Y 1.88% EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3Y 7Y 1.86% Aureus Asset Management, LLC 3Y 7Y 1.84% Carnegie Lake Advisors LLC 1.81% Pullen Investment Management, LLC 1.33%

FAQ About PRINCIPAL SECURITIES, INC. and CNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning CNX?

PRINCIPAL SECURITIES, INC. reported CNX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CNX position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for CNX was 0.00% in 2024 Q4.

What is the latest reported CNX position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 807 shares, equal to 0.00% of portfolio, with an estimated market value of $26K.

What does the chart on this CNX ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly CNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL SECURITIES, INC. time their CNX position?

Based on 13F filing dates vs. subsequent CNX price moves, PRINCIPAL SECURITIES, INC. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on CNX relative to SPY over the holding period was +17.2%.

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