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Capital Performance Advisors’s Clearway Energy Class C CWEN Stock Holding History

Capital Performance Advisors’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
-70
Closed -$2.15K – 789
2024
Q3 		$2.15K Buy
+70
New +$1.93K ﹤0.01% 1523

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

Capital Performance Advisors's CWEN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 70 shares — an estimated $2.15K sold.

Capital Performance Advisors first reported a position in CWEN in Q3 2024 and held it in 1 quarter. The position peaked at $2.15K in Q3 2024. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 70 Clearway Energy Class C shares in Q4 2024, an estimated $2.15K.
  • Capital Performance Advisors first reported a position in Clearway Energy Class C in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Clearway Energy Class C position peaked at $2.15K in Q3 2024.
  • 342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.