KFS
CWEN.A

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

Kelly Financial Services’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-55
Closed -$1.25K – 244
2024
Q2 		$1.25K Buy
55
+1
+2% +$23 ﹤0.01% 633
2024
Q1 		$1.17K Buy
54
+1
+2% +$22 ﹤0.01% 660
2023
Q4 		$1.36K Buy
53
+1
+2% +$22 ﹤0.01% 623
2023
Q3 		$1.04K Buy
52
+1
+2% +$24 ﹤0.01% 616
2023
Q2 		$1.39K Hold
51
– – ﹤0.01% 575
2023
Q1 		$1.53K Buy
51
+1
+2% +$30 ﹤0.01% 549
2022
Q4 		$1.5K Hold
50
– – ﹤0.01% 530
2022
Q3 		$1.44K Buy
50
+1
+2% +$34 ﹤0.01% 540
2022
Q2 		$1.57K Hold
49
– – ﹤0.01% 527
2022
Q1 		$1.62K Buy
49
+1
+2% +$31 ﹤0.01% 537
2021
Q4 		$1.61K Hold
48
– – ﹤0.01% 565
2021
Q3 		$1.34K Sell
48
-1,137
-96% -$32K ﹤0.01% 557
2021
Q2 		$47K Buy
1,185
+1,139
+2,476% +$29.2K ﹤0.01% 465
2021
Q1 		$1.23K Hold
46
– – ﹤0.01% 540
2020
Q4 		$1.35K Buy
46
+1
+2% +$28 ﹤0.01% 491
2020
Q3 		$1.12K Hold
45
– – ﹤0.01% 483
2020
Q2 		$937 Buy
45
+1
+2% +$20 ﹤0.01% 505
2020
Q1 		$760 Hold
44
– – ﹤0.01% 484
2019
Q4 		$836 Buy
44
+1
+2% +$18 ﹤0.01% 484
2019
Q3 		$750 Hold
43
– – ﹤0.01% 472
2019
Q2 		$692 Buy
43
+1
+2% +$15 ﹤0.01% 437
2019
Q1 		$614 Buy
+42
New +$614 ﹤0.01% 436

Other funds holding CWEN.A

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Kelly Financial Services sold out of Clearway Energy Class A (CWEN.A) in Q3 2024, closing a stake of 55 shares — an estimated $1.25K sold.

Kelly Financial Services first reported a position in CWEN.A in Q1 2019 and held it in 22 quarters. The position peaked at $47K in Q2 2021. 215 funds tracked by Wall St. Rank hold CWEN.A as of Q3 2024.

  • Kelly Financial Services reported no remaining Clearway Energy Class A position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 55 Clearway Energy Class A shares in Q3 2024, an estimated $1.25K.
  • Kelly Financial Services first reported a position in Clearway Energy Class A in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Clearway Energy Class A position peaked at $47K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q3 2024.

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