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Blue Trust Inc’s Clearway Energy Class C CWEN Stock Holding History

Blue Trust Inc’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
-218
Closed -$5.38K – 2560
2024
Q3 		$5.38K Buy
218
+163
+296% +$4.5K ﹤0.01% 2379
2024
Q2 		$1.27K Buy
+55
New +$1.39K ﹤0.01% 2517

Other funds holding CWEN

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blue Trust Inc's CWEN Position: Q4 2024 in Review

Blue Trust Inc sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 218 shares — an estimated $5.38K sold.

Blue Trust Inc first reported a position in CWEN in Q2 2024 and held it in 2 quarters. The position peaked at $5.38K in Q3 2024. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

  • Blue Trust Inc reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 218 Clearway Energy Class C shares in Q4 2024, an estimated $5.38K.
  • Blue Trust Inc first reported a position in Clearway Energy Class C in Q2 2024 and held it in 2 quarters.
  • Blue Trust Inc's Clearway Energy Class C position peaked at $5.38K in Q3 2024.
  • 342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.