Corient Private Wealth’s Clearway Energy Class C CWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
11,846
+1,032
| +10% | +$33K | ﹤0.01% | 1954 |
|
|
2025
Q1 | $327K | Buy |
+10,814
| New | +$327K | ﹤0.01% | 1807 |
|
|
2024
Q1 | – | Sell |
-18,061
| Closed | -$495K | – | 2288 |
|
|
2023
Q4 | $495K | Sell |
18,061
-3,795
| -17% | -$104K | ﹤0.01% | 1609 |
|
|
2023
Q3 | $462K | Buy |
21,856
+5,307
| +32% | +$112K | ﹤0.01% | 1535 |
|
|
2023
Q2 | $473K | Buy |
16,549
+728
| +5% | +$20.8K | ﹤0.01% | 1476 |
|
|
2023
Q1 | $493K | Buy |
15,821
+2,960
| +23% | +$92.3K | ﹤0.01% | 1381 |
|
|
2022
Q4 | $409K | Buy |
+12,861
| New | +$409K | ﹤0.01% | 1211 |
|