Ellevest Inc’s Clearway Energy Class C CWEN Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-108	Closed	-$3.38K	–	654
2023 Q1	$3.38K	Buy	108 +52	+93%	+$1.67K	﹤0.01%	1318
2022 Q4	$1.78K	Sell	56 -127	-69%	-$4.28K	﹤0.01%	1409
2022 Q3	$6K	Buy	183 +127	+227%	+$4.68K	﹤0.01%	1130
2022 Q2	$2K	Buy	+56	New	+$1.89K	﹤0.01%	1146
2021 Q2	–	Sell	-29	Closed	-$1K	–	1295
2021 Q1	$1K	Sell	29 -15	-34%	-$461	﹤0.01%	1135
2020 Q4	$1K	Buy	+44	New	+$1.32K	﹤0.01%	1044

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

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

KACA

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

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

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

Ellevest Inc's CWEN Position: Q2 2023 in Review

Ellevest Inc sold out of Clearway Energy Class C (CWEN) in Q2 2023, closing a stake of 108 shares — an estimated $3.38K sold.

Ellevest Inc first reported a position in CWEN in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2022. 310 funds tracked by Wall St. Rank hold CWEN as of Q2 2023.

Ellevest Inc reported no remaining Clearway Energy Class C position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 108 Clearway Energy Class C shares in Q2 2023, an estimated $3.38K.
Ellevest Inc first reported a position in Clearway Energy Class C in Q4 2020 and held it in 6 quarters.
Ellevest Inc's Clearway Energy Class C position peaked at $6K in Q3 2022.
310 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.