EWM
CWEN.A

Empirical Wealth Management’s Clearway Energy Class A CWEN.A Stock Holding History

Empirical Wealth Management’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
-8,552
Closed -$257K – 473
2023
Q1 		$257K Hold
8,552
– – 0.01% 417
2022
Q4 		$256K Hold
8,552
– – 0.01% 400
2022
Q3 		$249K Hold
8,552
– – 0.01% 410
2022
Q2 		$273K Hold
8,552
– – 0.01% 403
2022
Q1 		$285K Buy
+8,552
New +$267K 0.01% 411

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

Empirical Wealth Management's CWEN.A Position: Q2 2023 in Review

Empirical Wealth Management sold out of Clearway Energy Class A (CWEN.A) in Q2 2023, closing a stake of 8,552 shares — an estimated $257K sold.

Empirical Wealth Management first reported a position in CWEN.A in Q1 2022 and held it in 5 quarters. The position peaked at $285K in Q1 2022. 161 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2023.

  • Empirical Wealth Management reported no remaining Clearway Energy Class A position as of Q2 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 8,552 Clearway Energy Class A shares in Q2 2023, an estimated $257K.
  • Empirical Wealth Management first reported a position in Clearway Energy Class A in Q1 2022 and held it in 5 quarters.
  • Empirical Wealth Management's Clearway Energy Class A position peaked at $285K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.