Convergence Investment Partners’s Clearway Energy Class C CWEN Stock Holding History

Convergence Investment Partners’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
2023 Q1	–	Sell	-4,635	Closed	-$148K	–	199
2022 Q4	$148K	Buy	+4,635	New	+$156K	0.09%	183
2019 Q2	–	Sell	-19,267	Closed	-$291K	–	313
2019 Q1	$291K	Sell	19,267 -8,805	-31%	-$132K	0.06%	222
2018 Q4	$484K	Buy	28,072 +10,999	+64%	+$205K	0.11%	190
2018 Q3	$329K	Buy	+17,073	New	+$326K	0.07%	268
2018 Q2	–	Sell	-98,397	Closed	-$1.67M	–	453
2018 Q1	$1.67M	Buy	+98,397	New	+$1.72M	0.22%	163
2016 Q4	–	Sell	-111,973	Closed	-$1.9M	–	329
2016 Q3	$1.9M	Buy	+111,973	New	+$1.92M	0.28%	130
2014 Q2	–	Sell	-48,460	Closed	-$958K	–	380
2014 Q1	$958K	Buy	+48,460	New	+$923K	0.15%	205

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Convergence Investment Partners's CWEN Position: Q1 2023 in Review

Convergence Investment Partners sold out of Clearway Energy Class C (CWEN) in Q1 2023, closing a stake of 4,635 shares — an estimated $148K sold.

Convergence Investment Partners first reported a position in CWEN in Q1 2014 and held it in 7 quarters. The position peaked at $1.9M in Q3 2016. 306 funds tracked by Wall St. Rank hold CWEN as of Q1 2023.

Convergence Investment Partners reported no remaining Clearway Energy Class C position as of Q1 2023 after selling out during the quarter.
Convergence Investment Partners sold 4,635 Clearway Energy Class C shares in Q1 2023, an estimated $148K.
Convergence Investment Partners first reported a position in Clearway Energy Class C in Q1 2014 and held it in 7 quarters.
Convergence Investment Partners's Clearway Energy Class C position peaked at $1.9M in Q3 2016.
306 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2023.

Based on Convergence Investment Partners's 13F filing for Q1 2023, filed 9 May 2023.