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HC Financial Advisors’s Clearway Energy Class C CWEN Stock Holding History

HC Financial 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
2022
Q2 		$17K Hold
500
– – 0.01% 195
2022
Q1 		$18K Hold
500
– – 0.01% 197
2021
Q4 		$18K Hold
500
– – 0.01% 208
2021
Q3 		$15K Buy
+500
New +$14.9K 0.01% 210

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HC Financial Advisors's CWEN Position: Q2 2022 in Review

HC Financial Advisors held its Clearway Energy Class C (CWEN) position steady in Q2 2022 at 500 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #195.

HC Financial Advisors first reported a position in CWEN in Q3 2021 and has held it in 4 quarters since. The position peaked at $18K in Q1 2022. 262 funds tracked by Wall St. Rank hold CWEN as of Q2 2022.

  • HC Financial Advisors held 500 shares of Clearway Energy Class C worth $17K as of Q2 2022.
  • HC Financial Advisors left its Clearway Energy Class C share count unchanged in Q2 2022.
  • Clearway Energy Class C made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #195 holding.
  • HC Financial Advisors first reported a position in Clearway Energy Class C in Q3 2021 and has held it in 4 quarters since.
  • HC Financial Advisors's Clearway Energy Class C position peaked at $18K in Q1 2022.
  • 262 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.