Creative Planning’s Clearway Energy Class C CWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Buy |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $464K | Buy |
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|
2024
Q3 | $505K | Buy |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $341K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $68K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $12K | Hold |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $11K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $29K | Buy |
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|
2013
Q3 | $9K | Buy |
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