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Kelly Financial Services’s Clearway Energy Class C CWEN Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-54
Closed -$1.33K – 243
2024
Q2 		$1.33K Buy
54
+1
+2% +$25 ﹤0.01% 629
2024
Q1 		$1.22K Buy
53
+1
+2% +$24 ﹤0.01% 654
2023
Q4 		$1.43K Buy
52
+1
+2% +$23 ﹤0.01% 618
2023
Q3 		$1.09K Hold
51
– – ﹤0.01% 612
2023
Q2 		$1.44K Buy
51
+1
+2% +$30 ﹤0.01% 570
2023
Q1 		$1.56K Buy
50
+1
+2% +$32 ﹤0.01% 547
2022
Q4 		$1.57K Hold
49
– – ﹤0.01% 526
2022
Q3 		$1.55K Buy
49
+1
+2% +$37 ﹤0.01% 536
2022
Q2 		$1.68K Hold
48
– – ﹤0.01% 514
2022
Q1 		$1.75K Buy
48
+1
+2% +$34 ﹤0.01% 529
2021
Q4 		$1.71K Hold
47
– – ﹤0.01% 556
2021
Q3 		$1.42K Sell
47
-1,181
-96% -$35.2K ﹤0.01% 553
2021
Q2 		$46K Buy
1,228
+1,182
+2,570% +$32.4K ﹤0.01% 468
2021
Q1 		$1.29K Buy
46
+1
+2% +$31 ﹤0.01% 537
2020
Q4 		$1.45K Hold
45
– – ﹤0.01% 487
2020
Q3 		$1.21K Buy
45
+1
+2% +$25 ﹤0.01% 474
2020
Q2 		$1.02K Hold
44
– – ﹤0.01% 498
2020
Q1 		$824 Buy
44
+1
+2% +$21 ﹤0.01% 480
2019
Q4 		$865 Hold
43
– – ﹤0.01% 482
2019
Q3 		$783 Buy
43
+1
+2% +$18 ﹤0.01% 471
2019
Q2 		$716 Hold
42
– – ﹤0.01% 435
2019
Q1 		$634 Buy
+42
New +$631 ﹤0.01% 435

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelly Financial Services's CWEN Position: Q3 2024 in Review

Kelly Financial Services sold out of Clearway Energy Class C (CWEN) in Q3 2024, closing a stake of 54 shares — an estimated $1.33K sold.

Kelly Financial Services first reported a position in CWEN in Q1 2019 and held it in 22 quarters. The position peaked at $46K in Q2 2021. 344 funds tracked by Wall St. Rank hold CWEN as of Q3 2024.

  • Kelly Financial Services reported no remaining Clearway Energy Class C position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 54 Clearway Energy Class C shares in Q3 2024, an estimated $1.33K.
  • Kelly Financial Services first reported a position in Clearway Energy Class C in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Clearway Energy Class C position peaked at $46K in Q2 2021.
  • 344 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.