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Jackson Creek Investment Advisors’s Clearway Energy Class C CWEN Stock Holding History

Jackson Creek Investment 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
2023
Q2 		– Sell
-25,727
Closed -$806K – 320
2023
Q1 		$806K Sell
25,727
-7
-0% -$225 0.34% 160
2022
Q4 		$820K Buy
+25,734
New +$867K 0.36% 151

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
Bank of New York Mellon
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Creek Investment Advisors's CWEN Position: Q2 2023 in Review

Jackson Creek Investment Advisors sold out of Clearway Energy Class C (CWEN) in Q2 2023, closing a stake of 25,727 shares — an estimated $806K sold.

Jackson Creek Investment Advisors first reported a position in CWEN in Q4 2022 and held it in 2 quarters. The position peaked at $820K in Q4 2022. 310 funds tracked by Wall St. Rank hold CWEN as of Q2 2023.

  • Jackson Creek Investment Advisors reported no remaining Clearway Energy Class C position as of Q2 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 25,727 Clearway Energy Class C shares in Q2 2023, an estimated $806K.
  • Jackson Creek Investment Advisors first reported a position in Clearway Energy Class C in Q4 2022 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Clearway Energy Class C position peaked at $820K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.