HeadInvest LLC’s Clearway Energy Class C CWEN Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-485	Closed	-$9.58K	–	327
2023 Q3	$9.58K	Buy	+485	New	+$12.3K	﹤0.01%	561

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

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

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

TCA

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HeadInvest LLC's CWEN Position: Q4 2023 in Review

HeadInvest LLC sold out of Clearway Energy Class C (CWEN) in Q4 2023, closing a stake of 485 shares — an estimated $9.58K sold.

HeadInvest LLC first reported a position in CWEN in Q3 2023 and held it in 1 quarter. The position peaked at $9.58K in Q3 2023. 313 funds tracked by Wall St. Rank hold CWEN as of Q4 2023.

HeadInvest LLC reported no remaining Clearway Energy Class C position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 485 Clearway Energy Class C shares in Q4 2023, an estimated $9.58K.
HeadInvest LLC first reported a position in Clearway Energy Class C in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Clearway Energy Class C position peaked at $9.58K in Q3 2023.
313 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.