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Jamison Private Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Jamison Private Wealth Management’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
-20
Closed -$614 – 265
2024
Q3 		$614 Hold
20
– – ﹤0.01% 435
2024
Q2 		$494 Buy
+20
New +$506 ﹤0.01% 406

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jamison Private Wealth Management's CWEN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 20 shares — an estimated $614 sold.

Jamison Private Wealth Management first reported a position in CWEN in Q2 2024 and held it in 2 quarters. The position peaked at $614 in Q3 2024. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 20 Clearway Energy Class C shares in Q4 2024, an estimated $614.
  • Jamison Private Wealth Management first reported a position in Clearway Energy Class C in Q2 2024 and held it in 2 quarters.
  • Jamison Private Wealth Management's Clearway Energy Class C position peaked at $614 in Q3 2024.
  • 342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.