FFG
CWEN.A

Fortem Financial Group’s Clearway Energy Class A CWEN.A Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-1,843
Closed -$54K – 222
2020
Q4 		$54K Buy
+1,843
New +$51.5K 0.03% 235
2019
Q3 		– Sell
-11,953
Closed -$193K – 134
2019
Q2 		$193K Buy
+11,953
New +$181K 0.19% 129

Other funds holding CWEN.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Fortem Financial Group's CWEN.A Position: Q1 2021 in Review

Fortem Financial Group sold out of Clearway Energy Class A (CWEN.A) in Q1 2021, closing a stake of 1,843 shares — an estimated $54K sold.

Fortem Financial Group first reported a position in CWEN.A in Q2 2019 and held it in 2 quarters. The position peaked at $193K in Q2 2019. 135 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2021.

  • Fortem Financial Group reported no remaining Clearway Energy Class A position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 1,843 Clearway Energy Class A shares in Q1 2021, an estimated $54K.
  • Fortem Financial Group first reported a position in Clearway Energy Class A in Q2 2019 and held it in 2 quarters.
  • Fortem Financial Group's Clearway Energy Class A position peaked at $193K in Q2 2019.
  • 135 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.