EI
CWEN.A

Ellevest Inc’s Clearway Energy Class A CWEN.A Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-738
Closed -$22.2K – 655
2023
Q1 		$22.2K Buy
738
+247
+50% +$7.52K ﹤0.01% 820
2022
Q4 		$14.7K Sell
491
-141
-22% -$4.4K ﹤0.01% 939
2022
Q3 		$18K Buy
+632
New +$21.5K ﹤0.01% 834
2021
Q2 		– Sell
-161
Closed -$4K – 1296
2021
Q1 		$4K Buy
+161
New +$4.65K ﹤0.01% 932

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ellevest Inc's CWEN.A Position: Q2 2023 in Review

Ellevest Inc sold out of Clearway Energy Class A (CWEN.A) in Q2 2023, closing a stake of 738 shares — an estimated $22.2K sold.

Ellevest Inc first reported a position in CWEN.A in Q1 2021 and held it in 4 quarters. The position peaked at $22.2K in Q1 2023. 161 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2023.

  • Ellevest Inc reported no remaining Clearway Energy Class A position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 738 Clearway Energy Class A shares in Q2 2023, an estimated $22.2K.
  • Ellevest Inc first reported a position in Clearway Energy Class A in Q1 2021 and held it in 4 quarters.
  • Ellevest Inc's Clearway Energy Class A position peaked at $22.2K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2023.

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