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Cresset Asset Management’s Clearway Energy Class C CWEN Stock Holding History

Cresset Asset Management’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
2024
Q4 		– Sell
-13,909
Closed -$427K – 1869
2024
Q3 		$427K Buy
13,909
+648
+5% +$17.9K ﹤0.01% 1619
2024
Q2 		$327K Buy
13,261
+991
+8% +$25.1K ﹤0.01% 1666
2024
Q1 		$283K Sell
12,270
-1,206
-9% -$28.4K ﹤0.01% 1618
2023
Q4 		$370K Sell
13,476
-3,207
-19% -$74.9K ﹤0.01% 1386
2023
Q3 		$353K Buy
16,683
+555
+3% +$14.1K ﹤0.01% 1368
2023
Q2 		$461K Buy
+16,128
New +$487K ﹤0.01% 1321
2022
Q4 		– Sell
-11,245
Closed -$358K – 774
2022
Q3 		$358K Buy
11,245
+408
+4% +$15K ﹤0.01% 611
2022
Q2 		$377K Sell
10,837
-1,003
-8% -$33.8K ﹤0.01% 644
2022
Q1 		$432K Sell
11,840
-932
-7% -$31.7K ﹤0.01% 647
2021
Q4 		$460K Buy
12,772
+796
+7% +$28.1K ﹤0.01% 728
2021
Q3 		$362K Buy
+11,976
New +$357K ﹤0.01% 755

Other funds holding CWEN

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cresset Asset Management's CWEN Position: Q4 2024 in Review

Cresset Asset Management sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 13,909 shares — an estimated $427K sold.

Cresset Asset Management first reported a position in CWEN in Q3 2021 and held it in 11 quarters. The position peaked at $461K in Q2 2023. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

  • Cresset Asset Management reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 13,909 Clearway Energy Class C shares in Q4 2024, an estimated $427K.
  • Cresset Asset Management first reported a position in Clearway Energy Class C in Q3 2021 and held it in 11 quarters.
  • Cresset Asset Management's Clearway Energy Class C position peaked at $461K in Q2 2023.
  • 342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.