Centerpoint Advisors’s Clearway Energy Class C CWEN Stock Holding History

Centerpoint 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	-250	Closed	-$8K	–	459
2024 Q3	$8K	Hold	250	–	–	﹤0.01%	369
2024 Q2	$6K	Hold	250	–	–	﹤0.01%	368
2024 Q1	$6K	Hold	250	–	–	﹤0.01%	348
2023 Q4	$7K	Hold	250	–	–	﹤0.01%	339
2023 Q3	$5K	Hold	250	–	–	﹤0.01%	378
2023 Q2	$7K	Hold	250	–	–	﹤0.01%	363
2023 Q1	$8K	Hold	250	–	–	﹤0.01%	363
2022 Q4	$8K	Hold	250	–	–	﹤0.01%	322
2022 Q3	$8K	Hold	250	–	–	﹤0.01%	230
2022 Q2	$9K	Hold	250	–	–	﹤0.01%	230
2022 Q1	$9K	Hold	250	–	–	﹤0.01%	226
2021 Q4	$9K	Hold	250	–	–	﹤0.01%	229
2021 Q3	$8K	Hold	250	–	–	﹤0.01%	206
2021 Q2	$7K	Hold	250	–	–	﹤0.01%	221
2021 Q1	$7K	Hold	250	–	–	﹤0.01%	192
2020 Q4	$8K	Hold	250	–	–	0.01%	177
2020 Q3	$7K	Hold	250	–	–	0.01%	163
2020 Q2	$6K	Hold	250	–	–	﹤0.01%	179
2020 Q1	$5K	Hold	250	–	–	0.01%	172
2019 Q4	$5K	Hold	250	–	–	﹤0.01%	205
2019 Q3	$5K	Hold	250	–	–	﹤0.01%	196
2019 Q2	$4K	Hold	250	–	–	﹤0.01%	203
2019 Q1	$4K	Hold	250	–	–	﹤0.01%	193
2018 Q4	$4K	Hold	250	–	–	﹤0.01%	186
2018 Q3	$5K	Hold	250	–	–	﹤0.01%	172
2018 Q2	$4K	Hold	250	–	–	﹤0.01%	218
2018 Q1	$4K	Hold	250	–	–	﹤0.01%	186
2017 Q4	$5K	Buy	+250	New	+$4.75K	﹤0.01%	160

Other funds holding CWEN

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centerpoint Advisors's CWEN Position: Q4 2024 in Review

Centerpoint Advisors sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 250 shares — an estimated $8K sold.

Centerpoint Advisors first reported a position in CWEN in Q4 2017 and held it in 28 quarters. The position peaked at $9K in Q2 2022. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

Centerpoint Advisors reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
Centerpoint Advisors sold 250 Clearway Energy Class C shares in Q4 2024, an estimated $8K.
Centerpoint Advisors first reported a position in Clearway Energy Class C in Q4 2017 and held it in 28 quarters.
Centerpoint Advisors's Clearway Energy Class C position peaked at $9K in Q2 2022.
342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

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