Birch Capital Management’s Clearway Energy Class C CWEN Stock Holding History

Birch Capital 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
2024 Q4	–	Sell	-3,988	Closed	-$122K	–	86
2024 Q3	$122K	Hold	3,988	–	–	0.06%	61
2024 Q2	$98.5K	Hold	3,988	–	–	0.05%	66
2024 Q1	$91.9K	Hold	3,988	–	–	0.05%	67
2023 Q4	$109K	Hold	3,988	–	–	0.06%	65
2023 Q3	$84.4K	Hold	3,988	–	–	0.05%	66
2023 Q2	$114K	Hold	3,988	–	–	0.07%	64
2023 Q1	$125K	Hold	3,988	–	–	0.08%	65
2022 Q4	$127K	Hold	3,988	–	–	0.09%	64
2022 Q3	$127K	Hold	3,988	–	–	0.1%	61
2022 Q2	$139K	Hold	3,988	–	–	0.1%	61
2022 Q1	$146K	Hold	3,988	–	–	0.09%	67
2021 Q4	$144K	Hold	3,988	–	–	0.09%	67
2021 Q3	$121K	Hold	3,988	–	–	0.08%	68
2021 Q2	$106K	Hold	3,988	–	–	0.07%	70
2021 Q1	$112K	Hold	3,988	–	–	0.08%	67
2020 Q4	$127K	Hold	3,988	–	–	0.1%	66
2020 Q3	$108K	Sell	3,988 -482	-11%	-$11.9K	0.09%	66
2020 Q2	$103K	Hold	4,470	–	–	0.1%	65
2020 Q1	$84K	Hold	4,470	–	–	0.1%	60
2019 Q4	$89K	Buy	+4,470	New	+$86.5K	0.09%	65

Other funds holding CWEN

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Birch Capital Management's CWEN Position: Q4 2024 in Review

Birch Capital Management sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 3,988 shares — an estimated $122K sold.

Birch Capital Management first reported a position in CWEN in Q4 2019 and held it in 20 quarters. The position peaked at $146K in Q1 2022. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

Birch Capital Management reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
Birch Capital Management sold 3,988 Clearway Energy Class C shares in Q4 2024, an estimated $122K.
Birch Capital Management first reported a position in Clearway Energy Class C in Q4 2019 and held it in 20 quarters.
Birch Capital Management's Clearway Energy Class C position peaked at $146K in Q1 2022.
342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Birch Capital Management's 13F filing for Q4 2024, filed 7 Jan 2025.