Creative Planning’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 | $649K | Buy |
20,281
+1,582
| +8% | +$50.6K | ﹤0.01% | 2231 |
|
|
2025
Q1 | $566K | Buy |
18,699
+865
| +5% | +$26.2K | ﹤0.01% | 2170 |
|
|
2024
Q4 | $464K | Buy |
17,834
+1,384
| +8% | +$36K | ﹤0.01% | 2292 |
|
|
2024
Q3 | $505K | Buy |
16,450
+3,134
| +24% | +$96.2K | ﹤0.01% | 2104 |
|
|
2024
Q2 | $329K | Buy |
13,316
+2,691
| +25% | +$66.4K | ﹤0.01% | 2267 |
|
|
2024
Q1 | $245K | Sell |
10,625
-3,775
| -26% | -$87K | ﹤0.01% | 2406 |
|
|
2023
Q4 | $395K | Sell |
14,400
-1,726
| -11% | -$47.3K | ﹤0.01% | 1875 |
|
|
2023
Q3 | $341K | Buy |
+16,126
| New | +$341K | ﹤0.01% | 1821 |
|
|
2022
Q2 | – | Sell |
-1,850
| Closed | -$68K | – | 2239 |
|
|
2022
Q1 | $68K | Buy |
+1,850
| New | +$68K | ﹤0.01% | 2022 |
|
|
2017
Q3 | – | Sell |
-702
| Closed | -$12K | – | 2233 |
|
|
2017
Q2 | $12K | Hold |
702
| – | – | ﹤0.01% | 3463 |
|
|
2017
Q1 | $12K | Hold |
702
| – | – | ﹤0.01% | 3427 |
|
|
2016
Q4 | $11K | Buy |
+702
| New | +$11K | ﹤0.01% | 3421 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$5K | – | 3866 |
|
|
2014
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3118 |
|
|
2014
Q1 | – | Sell |
-1,440
| Closed | -$29K | – | 3534 |
|
|
2013
Q4 | $29K | Buy |
1,440
+840
| +140% | +$16.9K | ﹤0.01% | 1968 |
|
|
2013
Q3 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 2495 |
|