Gradient Investments’s Clearway Energy Class C CWEN Stock Holding History

Gradient Investments’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 Q2	–	Sell	-20	Closed	-$461	–	1404
2024 Q1	$461	Sell	20 -1	-5%	-$24	﹤0.01%	1030
2023 Q4	$576	Hold	21	–	–	﹤0.01%	1564
2023 Q3	$444	Hold	21	–	–	﹤0.01%	1571
2023 Q2	$600	Buy	21 +1	+5%	+$30	﹤0.01%	1503
2023 Q1	$627	Hold	20	–	–	﹤0.01%	1255
2022 Q4	$637	Hold	20	–	–	﹤0.01%	1271
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	1219
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1116
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	1091
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	1131
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	1064
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	1057
2021 Q1	$1K	Buy	+20	New	+$614	﹤0.01%	1068

Other funds holding CWEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's CWEN Position: Q2 2024 in Review

Gradient Investments sold out of Clearway Energy Class C (CWEN) in Q2 2024, closing a stake of 20 shares — an estimated $461 sold.

Gradient Investments first reported a position in CWEN in Q1 2021 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 329 funds tracked by Wall St. Rank hold CWEN as of Q2 2024.

Gradient Investments reported no remaining Clearway Energy Class C position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 20 Clearway Energy Class C shares in Q2 2024, an estimated $461.
Gradient Investments first reported a position in Clearway Energy Class C in Q1 2021 and held it in 13 quarters.
Gradient Investments's Clearway Energy Class C position peaked at $1K in Q3 2022.
329 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.