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Fernwood Investment Management’s Clearway Energy Class C CWEN Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-200
Closed -$4.61K – 300
2024
Q1 		$4.61K Buy
+200
New +$4.7K ﹤0.01% 640

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fernwood Investment Management's CWEN Position: Q2 2024 in Review

Fernwood Investment Management sold out of Clearway Energy Class C (CWEN) in Q2 2024, closing a stake of 200 shares — an estimated $4.61K sold.

Fernwood Investment Management first reported a position in CWEN in Q1 2024 and held it in 1 quarter. The position peaked at $4.61K in Q1 2024. 329 funds tracked by Wall St. Rank hold CWEN as of Q2 2024.

  • Fernwood Investment Management reported no remaining Clearway Energy Class C position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 200 Clearway Energy Class C shares in Q2 2024, an estimated $4.61K.
  • Fernwood Investment Management first reported a position in Clearway Energy Class C in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Clearway Energy Class C position peaked at $4.61K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.