Atria Wealth Solutions’s Clearway Energy Class C CWEN Stock Holding History

Atria Wealth Solutions’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
2024 Q4	–	Sell	-8,380	Closed	-$257K	–	1992
2024 Q3	$257K	Sell	8,380 -228	-3%	-$6.3K	﹤0.01%	1604
2024 Q2	$213K	Buy	+8,608	New	+$218K	﹤0.01%	1733
2024 Q1	–	Sell	-9,603	Closed	-$263K	–	1977
2023 Q4	$263K	Buy	+9,603	New	+$224K	﹤0.01%	1591
2022 Q4	–	Sell	-6,443	Closed	-$205K	–	1811
2022 Q3	$205K	Hold	6,443	–	–	﹤0.01%	1537
2022 Q2	$224K	Hold	6,443	–	–	﹤0.01%	1386
2022 Q1	$235K	Buy	+6,443	New	+$219K	﹤0.01%	1470

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's CWEN Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 8,380 shares — an estimated $257K sold.

Atria Wealth Solutions first reported a position in CWEN in Q1 2022 and held it in 6 quarters. The position peaked at $263K in Q4 2023. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

Atria Wealth Solutions reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 8,380 Clearway Energy Class C shares in Q4 2024, an estimated $257K.
Atria Wealth Solutions first reported a position in Clearway Energy Class C in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's Clearway Energy Class C position peaked at $263K in Q4 2023.
342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.