Crewe Advisors’s Clearway Energy Class C CWEN Stock Holding History

Crewe Advisors’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 Q2	–	Sell	-185	Closed	-$4.26K	–	958
2024 Q1	$4.26K	Buy	+185	New	+$4.35K	﹤0.01%	758

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's CWEN Position: Q2 2024 in Review

Crewe Advisors sold out of Clearway Energy Class C (CWEN) in Q2 2024, closing a stake of 185 shares — an estimated $4.26K sold.

Crewe Advisors first reported a position in CWEN in Q1 2024 and held it in 1 quarter. The position peaked at $4.26K in Q1 2024. 329 funds tracked by Wall St. Rank hold CWEN as of Q2 2024.

Crewe Advisors reported no remaining Clearway Energy Class C position as of Q2 2024 after selling out during the quarter.
Crewe Advisors sold 185 Clearway Energy Class C shares in Q2 2024, an estimated $4.26K.
Crewe Advisors first reported a position in Clearway Energy Class C in Q1 2024 and held it in 1 quarter.
Crewe Advisors's Clearway Energy Class C position peaked at $4.26K in Q1 2024.
329 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.