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

Claris 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	-3	Closed	-$92	–	328
2024 Q3	$92	Buy	+3	New	+$83	﹤0.01%	1146

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

Claris Advisors's CWEN Position: Q4 2024 in Review

Claris Advisors sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 3 shares — an estimated $92 sold.

Claris Advisors first reported a position in CWEN in Q3 2024 and held it in 1 quarter. The position peaked at $92 in Q3 2024. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

Claris Advisors reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Clearway Energy Class C shares in Q4 2024, an estimated $92.
Claris Advisors first reported a position in Clearway Energy Class C in Q3 2024 and held it in 1 quarter.
Claris Advisors's Clearway Energy Class C position peaked at $92 in Q3 2024.
342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.