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Focused Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Focused Wealth 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
2023
Q1 		– Sell
-220
Closed -$7.01K – 1063
2022
Q4 		$7.01K Buy
+220
New +$7.41K ﹤0.01% 583
2018
Q1 		– Sell
-500
Closed -$9K – 699
2017
Q4 		$9K Hold
500
– – ﹤0.01% 480
2017
Q3 		$10K Buy
+500
New +$9.25K ﹤0.01% 434

Other funds holding CWEN

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
Bank of New York Mellon
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's CWEN Position: Q1 2023 in Review

Focused Wealth Management sold out of Clearway Energy Class C (CWEN) in Q1 2023, closing a stake of 220 shares — an estimated $7.01K sold.

Focused Wealth Management first reported a position in CWEN in Q3 2017 and held it in 3 quarters. The position peaked at $10K in Q3 2017. 306 funds tracked by Wall St. Rank hold CWEN as of Q1 2023.

  • Focused Wealth Management reported no remaining Clearway Energy Class C position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 220 Clearway Energy Class C shares in Q1 2023, an estimated $7.01K.
  • Focused Wealth Management first reported a position in Clearway Energy Class C in Q3 2017 and held it in 3 quarters.
  • Focused Wealth Management's Clearway Energy Class C position peaked at $10K in Q3 2017.
  • 306 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.