BWM
CWEN.A

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

BerganKDV 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
2023
Q2 		$5.4K Hold
200
– – ﹤0.01% 602
2023
Q1 		$6.01K Buy
+200
New +$6.09K ﹤0.01% 667

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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's CWEN.A Position: Q2 2023 in Review

BerganKDV Wealth Management held its Clearway Energy Class A (CWEN.A) position steady in Q2 2023 at 200 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

BerganKDV Wealth Management first reported a position in CWEN.A in Q1 2023 and has held it in 2 quarters since. The position peaked at $6.01K in Q1 2023. 161 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2023.

  • BerganKDV Wealth Management held 200 shares of Clearway Energy Class A worth $5.4K as of Q2 2023.
  • BerganKDV Wealth Management left its Clearway Energy Class A share count unchanged in Q2 2023.
  • Clearway Energy Class A made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #602 holding.
  • BerganKDV Wealth Management first reported a position in Clearway Energy Class A in Q1 2023 and has held it in 2 quarters since.
  • BerganKDV Wealth Management's Clearway Energy Class A position peaked at $6.01K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.