GM
CWEN.A

GeoWealth Management’s Clearway Energy Class A CWEN.A Stock Holding History

GeoWealth Management’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
2024
Q4 		– Sell
-27
Closed -$769 – 1816
2024
Q3 		$769 Buy
+27
New +$691 ﹤0.01% 1612

Other funds holding CWEN.A

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GeoWealth Management's CWEN.A Position: Q4 2024 in Review

GeoWealth Management sold out of Clearway Energy Class A (CWEN.A) in Q4 2024, closing a stake of 27 shares — an estimated $769 sold.

GeoWealth Management first reported a position in CWEN.A in Q3 2024 and held it in 1 quarter. The position peaked at $769 in Q3 2024. 219 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2024.

  • GeoWealth Management reported no remaining Clearway Energy Class A position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 27 Clearway Energy Class A shares in Q4 2024, an estimated $769.
  • GeoWealth Management first reported a position in Clearway Energy Class A in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Clearway Energy Class A position peaked at $769 in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.