Evoke Wealth’s Clearway Energy Class C CWEN Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-95	Closed	-$3K	–	545
2022 Q3	$3K	Hold	95	–	–	﹤0.01%	958
2022 Q2	$3K	Hold	95	–	–	﹤0.01%	972
2022 Q1	$3K	Hold	95	–	–	﹤0.01%	987
2021 Q4	$3K	Hold	95	–	–	﹤0.01%	982
2021 Q3	$2K	Hold	95	–	–	﹤0.01%	996
2021 Q2	$3K	Hold	95	–	–	﹤0.01%	974
2021 Q1	$3K	Hold	95	–	–	﹤0.01%	938
2020 Q4	$3K	Hold	95	–	–	﹤0.01%	810
2020 Q3	$3K	Hold	95	–	–	﹤0.01%	761
2020 Q2	$2K	Hold	95	–	–	﹤0.01%	850
2020 Q1	$1.79K	Buy	+95	New	+$1.98K	﹤0.01%	820
2019 Q4	–	Sell	-95	Closed	-$1.73K	–	1291
2019 Q3	$1.73K	Buy	+95	New	+$1.68K	﹤0.01%	1232

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

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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

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

Evoke Wealth's CWEN Position: Q4 2022 in Review

Evoke Wealth sold out of Clearway Energy Class C (CWEN) in Q4 2022, closing a stake of 95 shares — an estimated $3K sold.

Evoke Wealth first reported a position in CWEN in Q3 2019 and held it in 12 quarters. The position peaked at $3K in Q3 2022. 309 funds tracked by Wall St. Rank hold CWEN as of Q4 2022.

Evoke Wealth reported no remaining Clearway Energy Class C position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 95 Clearway Energy Class C shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in Clearway Energy Class C in Q3 2019 and held it in 12 quarters.
Evoke Wealth's Clearway Energy Class C position peaked at $3K in Q3 2022.
309 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.