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HBC Financial Services’s Clearway Energy Class C CWEN Stock Holding History

HBC Financial Services’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
-1,150
Closed -$37K – 177
2023
Q1 		$37K Buy
+1,150
New +$36.9K 0.03% 83

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HBC Financial Services's CWEN Position: Q2 2023 in Review

HBC Financial Services sold out of Clearway Energy Class C (CWEN) in Q2 2023, closing a stake of 1,150 shares — an estimated $37K sold.

HBC Financial Services first reported a position in CWEN in Q1 2023 and held it in 1 quarter. The position peaked at $37K in Q1 2023. 309 funds tracked by Wall St. Rank hold CWEN as of Q2 2023.

  • HBC Financial Services reported no remaining Clearway Energy Class C position as of Q2 2023 after selling out during the quarter.
  • HBC Financial Services sold 1,150 Clearway Energy Class C shares in Q2 2023, an estimated $37K.
  • HBC Financial Services first reported a position in Clearway Energy Class C in Q1 2023 and held it in 1 quarter.
  • HBC Financial Services's Clearway Energy Class C position peaked at $37K in Q1 2023.
  • 309 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.