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

EFG 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
2023 Q1	–	Sell	-27,765	Closed	-$887K	–	184
2022 Q4	$887K	Sell	27,765 -8,277	-23%	-$279K	0.2%	162
2022 Q3	$1.15M	Sell	36,042 -14,037	-28%	-$517K	0.27%	127
2022 Q2	$1.75M	Buy	50,079 +3,537	+8%	+$119K	0.37%	88
2022 Q1	$1.7M	Buy	+46,542	New	+$1.58M	0.25%	122

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EFG Asset Management's CWEN Position: Q1 2023 in Review

EFG Asset Management sold out of Clearway Energy Class C (CWEN) in Q1 2023, closing a stake of 27,765 shares — an estimated $887K sold.

EFG Asset Management first reported a position in CWEN in Q1 2022 and held it in 4 quarters. The position peaked at $1.75M in Q2 2022. 306 funds tracked by Wall St. Rank hold CWEN as of Q1 2023.

EFG Asset Management reported no remaining Clearway Energy Class C position as of Q1 2023 after selling out during the quarter.
EFG Asset Management sold 27,765 Clearway Energy Class C shares in Q1 2023, an estimated $887K.
EFG Asset Management first reported a position in Clearway Energy Class C in Q1 2022 and held it in 4 quarters.
EFG Asset Management's Clearway Energy Class C position peaked at $1.75M in Q2 2022.
306 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2023.

Based on EFG Asset Management's 13F filing for Q1 2023, filed 27 Apr 2023.