DI
CWEN.A

Disciplined Investments’s Clearway Energy Class A CWEN.A Stock Holding History

Disciplined Investments’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$162 – 449
2023
Q2 		$162 Hold
6
– – ﹤0.01% 1533
2023
Q1 		$180 Hold
6
– – ﹤0.01% 1498
2022
Q4 		$180 Hold
6
– – ﹤0.01% 1448
2022
Q3 		$0 Buy
6
+2
+50% +$68 ﹤0.01% 1309
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1336
2022
Q1 		$0 Buy
+4
New +$125 ﹤0.01% 1397

Other funds holding CWEN.A

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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Disciplined Investments's CWEN.A Position: Q3 2023 in Review

Disciplined Investments sold out of Clearway Energy Class A (CWEN.A) in Q3 2023, closing a stake of 6 shares — an estimated $162 sold.

Disciplined Investments first reported a position in CWEN.A in Q1 2022 and held it in 6 quarters. The position peaked at $180 in Q1 2023. 154 funds tracked by Wall St. Rank hold CWEN.A as of Q3 2023.

  • Disciplined Investments reported no remaining Clearway Energy Class A position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Clearway Energy Class A shares in Q3 2023, an estimated $162.
  • Disciplined Investments first reported a position in Clearway Energy Class A in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Clearway Energy Class A position peaked at $180 in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.