BFWM
CWEN.A

Bright Futures Wealth Management’s Clearway Energy Class A CWEN.A Stock Holding History

Bright Futures Wealth 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
2024
Q4 		– Sell
-36,666
Closed -$957K – 149
2024
Q3 		$957K Sell
36,666
-98
-0.3% -$2.51K 0.46% 66
2024
Q2 		$944K Sell
36,764
-347
-0.9% -$8.1K 0.51% 53
2024
Q1 		$887K Buy
+37,111
New +$812K 0.48% 62

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

Bright Futures Wealth Management's CWEN.A Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Clearway Energy Class A (CWEN.A) in Q4 2024, closing a stake of 36,666 shares — an estimated $957K sold.

Bright Futures Wealth Management first reported a position in CWEN.A in Q1 2024 and held it in 3 quarters. The position peaked at $957K in Q3 2024. 219 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Clearway Energy Class A position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 36,666 Clearway Energy Class A shares in Q4 2024, an estimated $957K.
  • Bright Futures Wealth Management first reported a position in Clearway Energy Class A in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Clearway Energy Class A position peaked at $957K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.