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Global Wealth Management Investment Advisory’s Clearway Energy Class C CWEN Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-614
Closed -$16.9K – 210
2023
Q4 		$16.9K Hold
614
– – ﹤0.01% 264
2023
Q3 		$13K Hold
614
– – ﹤0.01% 278
2023
Q2 		$17.5K Buy
+614
New +$18.6K ﹤0.01% 257

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Global Wealth Management Investment Advisory's CWEN Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Clearway Energy Class C (CWEN) in Q1 2024, closing a stake of 614 shares — an estimated $16.9K sold.

Global Wealth Management Investment Advisory first reported a position in CWEN in Q2 2023 and held it in 3 quarters. The position peaked at $17.5K in Q2 2023. 312 funds tracked by Wall St. Rank hold CWEN as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Clearway Energy Class C position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 614 Clearway Energy Class C shares in Q1 2024, an estimated $16.9K.
  • Global Wealth Management Investment Advisory first reported a position in Clearway Energy Class C in Q2 2023 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Clearway Energy Class C position peaked at $17.5K in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.