AE Wealth Management’s Clearway Energy Class C CWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
87,427
+2,301
| +3% | +$73.6K | 0.02% | 465 |
|
|
2025
Q1 | $2.58M | Buy |
85,126
+3,026
| +4% | +$91.6K | 0.02% | 468 |
|
|
2024
Q4 | $2.13M | Buy |
82,100
+7,056
| +9% | +$183K | 0.02% | 507 |
|
|
2024
Q3 | $2.3M | Buy |
75,044
+4,019
| +6% | +$123K | 0.02% | 490 |
|
|
2024
Q2 | $1.75M | Buy |
71,025
+4,833
| +7% | +$119K | 0.02% | 551 |
|
|
2024
Q1 | $1.53M | Sell |
66,192
-16,670
| -20% | -$384K | 0.02% | 556 |
|
|
2023
Q4 | $2.04M | Buy |
82,862
+20,976
| +34% | +$517K | 0.01% | 895 |
|
|
2023
Q3 | $1.31M | Buy |
61,886
+11,322
| +22% | +$240K | 0.01% | 993 |
|
|
2023
Q2 | $1.44M | Buy |
50,564
+1,467
| +3% | +$41.9K | 0.01% | 947 |
|
|
2023
Q1 | $1.54M | Buy |
49,097
+901
| +2% | +$28.2K | 0.01% | 888 |
|
|
2022
Q4 | $1.54M | Buy |
48,196
+5,056
| +12% | +$161K | 0.01% | 837 |
|
|
2022
Q3 | $1.37M | Buy |
43,140
+3,358
| +8% | +$107K | 0.01% | 820 |
|
|
2022
Q2 | $1.39M | Buy |
39,782
+4,002
| +11% | +$139K | 0.01% | 783 |
|
|
2022
Q1 | $1.31M | Buy |
35,780
+3,972
| +12% | +$145K | 0.01% | 832 |
|
|
2021
Q4 | $1.15M | Buy |
31,808
+2,243
| +8% | +$80.8K | 0.01% | 885 |
|
|
2021
Q3 | $895K | Buy |
29,565
+2,653
| +10% | +$80.3K | 0.01% | 907 |
|
|
2021
Q2 | $713K | Buy |
26,912
+4,340
| +19% | +$115K | 0.01% | 971 |
|
|
2021
Q1 | $635K | Buy |
22,572
+1,780
| +9% | +$50.1K | 0.01% | 919 |
|
|
2020
Q4 | $664K | Sell |
20,792
-72
| -0.3% | -$2.3K | 0.01% | 859 |
|
|
2020
Q3 | $562K | Buy |
20,864
+1,286
| +7% | +$34.6K | 0.01% | 842 |
|
|
2020
Q2 | $451K | Buy |
19,578
+2,252
| +13% | +$51.9K | 0.01% | 910 |
|
|
2020
Q1 | $326K | Buy |
+17,326
| New | +$326K | 0.01% | 849 |
|