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Fortis Capital Advisors’s Clearway Energy Class C CWEN Stock Holding History

Fortis Capital Advisors’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
Q2 		– Sell
-69
Closed -$2.16K – 224
2023
Q1 		$2.16K Buy
+69
New +$2.22K ﹤0.01% 568

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Capital Advisors's CWEN Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Clearway Energy Class C (CWEN) in Q2 2023, closing a stake of 69 shares — an estimated $2.16K sold.

Fortis Capital Advisors first reported a position in CWEN in Q1 2023 and held it in 1 quarter. The position peaked at $2.16K in Q1 2023. 310 funds tracked by Wall St. Rank hold CWEN as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Clearway Energy Class C position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 69 Clearway Energy Class C shares in Q2 2023, an estimated $2.16K.
  • Fortis Capital Advisors first reported a position in Clearway Energy Class C in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's Clearway Energy Class C position peaked at $2.16K in Q1 2023.
  • 310 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.