Householder Group Estate & Retirement Specialist’s Clearway Energy Class C CWEN Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-900	Closed	-$27K	–	680
2024 Q3	$27K	Hold	900	–	–	0.01%	611
2024 Q2	$22K	Hold	900	–	–	0.01%	660
2024 Q1	$20.7K	Hold	900	–	–	0.01%	670
2023 Q4	$24K	Hold	900	–	–	0.01%	599
2023 Q3	$19K	Buy	+900	New	+$22.9K	0.01%	654
2023 Q1	$28K	Buy	+900	New	+$28.9K	0.01%	565

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's CWEN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 900 shares — an estimated $27K sold.

Householder Group Estate & Retirement Specialist first reported a position in CWEN in Q1 2023 and held it in 6 quarters. The position peaked at $28K in Q1 2023. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 900 Clearway Energy Class C shares in Q4 2024, an estimated $27K.
Householder Group Estate & Retirement Specialist first reported a position in Clearway Energy Class C in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Clearway Energy Class C position peaked at $28K in Q1 2023.
342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.