BTI
CWEN.A

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

Blue Trust Inc’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
2024
Q4 		– Sell
-3,286
Closed -$74.5K – 2561
2024
Q3 		$74.5K Buy
+3,286
New +$84.1K ﹤0.01% 1383
2023
Q4 		– Sell
-190
Closed -$5K – 2528
2023
Q3 		$5K Hold
190
– – ﹤0.01% 1624
2023
Q2 		$6K Hold
190
– – ﹤0.01% 1451
2023
Q1 		$6K Hold
190
– – ﹤0.01% 1729
2022
Q4 		$6K Buy
190
+95
+100% +$2.97K ﹤0.01% 1661
2022
Q3 		$3K Hold
95
– – ﹤0.01% 1677
2022
Q2 		$3K Buy
+95
New +$2.96K ﹤0.01% 1556

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Blue Trust Inc sold out of Clearway Energy Class A (CWEN.A) in Q4 2024, closing a stake of 3,286 shares — an estimated $74.5K sold.

Blue Trust Inc first reported a position in CWEN.A in Q2 2022 and held it in 7 quarters. The position peaked at $74.5K in Q3 2024. 219 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2024.

  • Blue Trust Inc reported no remaining Clearway Energy Class A position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 3,286 Clearway Energy Class A shares in Q4 2024, an estimated $74.5K.
  • Blue Trust Inc first reported a position in Clearway Energy Class A in Q2 2022 and held it in 7 quarters.
  • Blue Trust Inc's Clearway Energy Class A position peaked at $74.5K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2024.

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