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Avior Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Avior Wealth Management’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
-150
Closed -$3.9K – 1104
2024
Q4 		$3.9K Buy
+150
New +$4.15K ﹤0.01% 1946
2024
Q2 		– Sell
-306
Closed -$7.05K – 2618
2024
Q1 		$7.05K Buy
+306
New +$7.19K ﹤0.01% 1973
2020
Q4 		– Sell
-1,371
Closed -$36K – 993
2020
Q3 		$36K Buy
+1,371
New +$33.9K 0.01% 524

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avior Wealth Management's CWEN Position: Q1 2025 in Review

Avior Wealth Management sold out of Clearway Energy Class C (CWEN) in Q1 2025, closing a stake of 150 shares — an estimated $3.9K sold.

Avior Wealth Management first reported a position in CWEN in Q3 2020 and held it in 3 quarters. The position peaked at $36K in Q3 2020. 351 funds tracked by Wall St. Rank hold CWEN as of Q1 2025.

  • Avior Wealth Management reported no remaining Clearway Energy Class C position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 150 Clearway Energy Class C shares in Q1 2025, an estimated $3.9K.
  • Avior Wealth Management first reported a position in Clearway Energy Class C in Q3 2020 and held it in 3 quarters.
  • Avior Wealth Management's Clearway Energy Class C position peaked at $36K in Q3 2020.
  • 351 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.