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

Berman 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
2021 Q3	$21K	Hold	700	–	–	﹤0.01%	958
2021 Q2	$18K	Hold	700	–	–	﹤0.01%	940
2021 Q1	$19K	Hold	700	–	–	﹤0.01%	807
2020 Q4	$22K	Hold	700	–	–	0.01%	636
2020 Q3	$18K	Hold	700	–	–	0.01%	617
2020 Q2	$16K	Sell	700 -3,627	-84%	-$76.7K	﹤0.01%	604
2020 Q1	$80K	Sell	4,327 -2,773	-39%	-$57.7K	0.03%	229
2019 Q4	$141K	Hold	7,100	–	–	0.04%	178
2019 Q3	$129K	Hold	7,100	–	–	0.04%	181
2019 Q2	$119K	Hold	7,100	–	–	0.04%	188
2019 Q1	$107K	Hold	7,100	–	–	0.04%	187
2018 Q4	$122K	Buy	+7,100	New	+$132K	0.05%	150

Other funds holding CWEN

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

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Berman Capital Advisors's CWEN Position: Q3 2021 in Review

Berman Capital Advisors held its Clearway Energy Class C (CWEN) position steady in Q3 2021 at 700 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Berman Capital Advisors first reported a position in CWEN in Q4 2018 and has held it in 12 quarters since. The position peaked at $141K in Q4 2019. 223 funds tracked by Wall St. Rank hold CWEN as of Q3 2021.

Berman Capital Advisors held 700 shares of Clearway Energy Class C worth $21K as of Q3 2021.
Berman Capital Advisors left its Clearway Energy Class C share count unchanged in Q3 2021.
Clearway Energy Class C made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #958 holding.
Berman Capital Advisors first reported a position in Clearway Energy Class C in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Clearway Energy Class C position peaked at $141K in Q4 2019.
223 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.