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

Janiczek 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 Q2	$5.06K	Hold	205	–	–	﹤0.01%	735
2024 Q1	$4.72K	Hold	205	–	–	﹤0.01%	772
2023 Q4	$5.62K	Buy	205 +75	+58%	+$1.75K	﹤0.01%	740
2023 Q3	$2.75K	Buy	130 +1	+0.8%	+$25	﹤0.01%	794
2023 Q2	$3.69K	Hold	129	–	–	﹤0.01%	695
2023 Q1	$4.07K	Hold	129	–	–	﹤0.01%	689
2022 Q4	$4.44K	Buy	129 +1	+0.8%	+$34	﹤0.01%	672
2022 Q3	$4K	Hold	128	–	–	﹤0.01%	678
2022 Q2	$5K	Hold	128	–	–	﹤0.01%	659
2022 Q1	$5K	Hold	128	–	–	﹤0.01%	659
2021 Q4	$5K	Hold	128	–	–	﹤0.01%	699
2021 Q3	$4K	Hold	128	–	–	﹤0.01%	716
2021 Q2	$3K	Hold	128	–	–	﹤0.01%	716
2021 Q1	$4K	Buy	+128	New	+$3.93K	﹤0.01%	664

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's CWEN Position: Q2 2024 in Review

Janiczek Wealth Management held its Clearway Energy Class C (CWEN) position steady in Q2 2024 at 205 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Janiczek Wealth Management first reported a position in CWEN in Q1 2021 and has held it in 14 quarters since. The position peaked at $5.62K in Q4 2023. 329 funds tracked by Wall St. Rank hold CWEN as of Q2 2024.

Janiczek Wealth Management held 205 shares of Clearway Energy Class C worth $5.06K as of Q2 2024.
Janiczek Wealth Management left its Clearway Energy Class C share count unchanged in Q2 2024.
Clearway Energy Class C made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #735 holding.
Janiczek Wealth Management first reported a position in Clearway Energy Class C in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Clearway Energy Class C position peaked at $5.62K in Q4 2023.
329 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.