Financial Gravity Asset Management’s Clearway Energy Class C CWEN Stock Holding History

Financial Gravity Asset 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	-3	Closed	-$59	–	1665
2024 Q1	$59	Buy	+3	New	+$71	﹤0.01%	1794
2023 Q3	–	Sell	-29	Closed	-$102	–	1365
2023 Q2	$102	Buy	+29	New	+$876	﹤0.01%	1300
2023 Q1	–	Sell	-32	Closed	-$1.23K	–	1263
2022 Q4	$1.23K	Buy	+32	New	+$1.08K	0.01%	625
2019 Q2	–	Sell	-57	Closed	-$1K	–	1305
2019 Q1	$1K	Buy	+57	New	+$856	﹤0.01%	1068
2018 Q3	$222K	Buy	11,503 +1,294	+13%	+$24.7K	0.23%	100
2018 Q2	$194K	Buy	10,209 +1,691	+20%	+$29.6K	0.18%	119
2018 Q1	$152K	Buy	+8,518	New	+$149K	0.16%	137

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Financial Gravity Asset Management's CWEN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Clearway Energy Class C (CWEN) in Q2 2024, closing a stake of 3 shares — an estimated $59 sold.

Financial Gravity Asset Management first reported a position in CWEN in Q1 2018 and held it in 7 quarters. The position peaked at $222K in Q3 2018. 329 funds tracked by Wall St. Rank hold CWEN as of Q2 2024.

Financial Gravity Asset Management reported no remaining Clearway Energy Class C position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 3 Clearway Energy Class C shares in Q2 2024, an estimated $59.
Financial Gravity Asset Management first reported a position in Clearway Energy Class C in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Clearway Energy Class C position peaked at $222K in Q3 2018.
329 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.