CFGS
CWEN.A

Concourse Financial Group Securities’s Clearway Energy Class A CWEN.A Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1
Closed -$23 – 454
2024
Q4 		$23 Hold
1
– – ﹤0.01% 2234
2024
Q3 		$28 Hold
1
– – ﹤0.01% 2228
2024
Q2 		$22 Hold
1
– – ﹤0.01% 2290
2024
Q1 		$21 Hold
1
– – ﹤0.01% 2294
2023
Q4 		$25 Hold
1
– – ﹤0.01% 2264
2023
Q3 		$19 Buy
+1
New +$24 ﹤0.01% 2292
2021
Q1 		– Sell
-485
Closed -$14K – 2347
2020
Q4 		$14K Buy
+485
New +$13.6K ﹤0.01% 1577
2019
Q1 		– Sell
-1,257
Closed -$18.4K – 2287
2018
Q4 		$21K Sell
1,257
-201
-14% -$3.71K ﹤0.01% 1127
2018
Q3 		$28K Buy
+1,458
New +$27.7K 0.01% 742

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Concourse Financial Group Securities's CWEN.A Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Clearway Energy Class A (CWEN.A) in Q1 2025, closing a stake of 1 share — an estimated $23 sold.

Concourse Financial Group Securities first reported a position in CWEN.A in Q3 2018 and held it in 9 quarters. The position peaked at $28K in Q3 2018. 218 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Clearway Energy Class A position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1 Clearway Energy Class A share in Q1 2025, an estimated $23.
  • Concourse Financial Group Securities first reported a position in Clearway Energy Class A in Q3 2018 and held it in 9 quarters.
  • Concourse Financial Group Securities's Clearway Energy Class A position peaked at $28K in Q3 2018.
  • 218 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.