Atlas Capital Advisors’s Clearway Energy Class C CWEN Stock Holding History

Atlas Capital Advisors’s Portfolio CWEN Stock Details CWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-500	Closed	-$13K	–	989
2024 Q4	$13K	Buy	+500	New	+$13.8K	﹤0.01%	753
2024 Q3	–	Sell	-500	Closed	-$12.3K	–	918
2024 Q2	$12.3K	Buy	+500	New	+$12.6K	﹤0.01%	721
2024 Q1	–	Sell	-500	Closed	-$13.7K	–	906
2023 Q4	$13.7K	Hold	500	–	–	﹤0.01%	722
2023 Q3	$10.6K	Hold	500	–	–	﹤0.01%	702
2023 Q2	$14.3K	Hold	500	–	–	﹤0.01%	711
2023 Q1	$15.7K	Hold	500	–	–	﹤0.01%	709
2022 Q4	$15.9K	Hold	500	–	–	﹤0.01%	683
2022 Q3	$15.9K	Hold	500	–	–	﹤0.01%	674
2022 Q2	$17.4K	Buy	+500	New	+$16.8K	﹤0.01%	700

Other funds holding CWEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Capital Advisors's CWEN Position: Q1 2025 in Review

Atlas Capital Advisors sold out of Clearway Energy Class C (CWEN) in Q1 2025, closing a stake of 500 shares — an estimated $13K sold.

Atlas Capital Advisors first reported a position in CWEN in Q2 2022 and held it in 9 quarters. The position peaked at $17.4K in Q2 2022. 351 funds tracked by Wall St. Rank hold CWEN as of Q1 2025.

Atlas Capital Advisors reported no remaining Clearway Energy Class C position as of Q1 2025 after selling out during the quarter.
Atlas Capital Advisors sold 500 Clearway Energy Class C shares in Q1 2025, an estimated $13K.
Atlas Capital Advisors first reported a position in Clearway Energy Class C in Q2 2022 and held it in 9 quarters.
Atlas Capital Advisors's Clearway Energy Class C position peaked at $17.4K in Q2 2022.
351 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2025.

Based on Atlas Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.