AWM
CWEN.A

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

Avior Wealth Management’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$7.33K – 1105
2024
Q4 		$7.33K Hold
300
– – ﹤0.01% 1725
2024
Q3 		$8.54K Hold
300
– – ﹤0.01% 1609
2024
Q2 		$6.8K Hold
300
– – ﹤0.01% 1631
2024
Q1 		$6.45K Hold
300
– – ﹤0.01% 2006
2023
Q4 		$7.67K Hold
300
– – ﹤0.01% 1041
2023
Q3 		$5.98K Buy
+300
New +$7.19K ﹤0.01% 1137

Other funds holding CWEN.A

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Avior Wealth Management sold out of Clearway Energy Class A (CWEN.A) in Q1 2025, closing a stake of 300 shares — an estimated $7.33K sold.

Avior Wealth Management first reported a position in CWEN.A in Q3 2023 and held it in 6 quarters. The position peaked at $8.54K in Q3 2024. 218 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2025.

  • Avior Wealth Management reported no remaining Clearway Energy Class A position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 300 Clearway Energy Class A shares in Q1 2025, an estimated $7.33K.
  • Avior Wealth Management first reported a position in Clearway Energy Class A in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Clearway Energy Class A position peaked at $8.54K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2025.

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