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

Birch Capital 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 Q4	–	Sell	-219	Closed	-$4.37K	–	97
2023 Q3	$4.37K	Buy	219 +3	+1%	+$72	﹤0.01%	90
2023 Q2	$5.83K	Buy	216 +3	+1%	+$87	﹤0.01%	92
2023 Q1	$6.4K	Buy	213 +3	+1%	+$91	﹤0.01%	90
2022 Q4	$6.29K	Buy	210 +2	+1%	+$62	﹤0.01%	95
2022 Q3	$6.05K	Buy	208 +2	+1%	+$68	﹤0.01%	94
2022 Q2	$6.58K	Buy	206 +3	+1%	+$93	﹤0.01%	98
2022 Q1	$7K	Buy	203 +2	+1%	+$63	﹤0.01%	84
2021 Q4	$7K	Buy	201 +2	+1%	+$66	﹤0.01%	83
2021 Q3	$6K	Buy	199 +2	+1%	+$56	﹤0.01%	81
2021 Q2	$5K	Buy	197 +2	+1%	+$51	﹤0.01%	81
2021 Q1	$5K	Buy	195 +3	+2%	+$87	﹤0.01%	82
2020 Q4	$6K	Buy	192 +2	+1%	+$56	﹤0.01%	81
2020 Q3	$5K	Buy	190 +2	+1%	+$46	﹤0.01%	86
2020 Q2	$4K	Buy	188 +2	+1%	+$39	﹤0.01%	82
2020 Q1	$3K	Buy	186 +3	+2%	+$60	﹤0.01%	85
2019 Q4	$4K	Buy	+183	New	+$3.37K	﹤0.01%	81

Other funds holding CWEN.A

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Birch Capital Management's CWEN.A Position: Q4 2023 in Review

Birch Capital Management sold out of Clearway Energy Class A (CWEN.A) in Q4 2023, closing a stake of 219 shares — an estimated $4.37K sold.

Birch Capital Management first reported a position in CWEN.A in Q4 2019 and held it in 16 quarters. The position peaked at $7K in Q1 2022. 172 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2023.

Birch Capital Management reported no remaining Clearway Energy Class A position as of Q4 2023 after selling out during the quarter.
Birch Capital Management sold 219 Clearway Energy Class A shares in Q4 2023, an estimated $4.37K.
Birch Capital Management first reported a position in Clearway Energy Class A in Q4 2019 and held it in 16 quarters.
Birch Capital Management's Clearway Energy Class A position peaked at $7K in Q1 2022.
172 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2023.

Based on Birch Capital Management's 13F filing for Q4 2023, filed 24 Jan 2024.