KWM
CWEN.A

Kingsview Wealth Management’s Clearway Energy Class A CWEN.A Stock Holding History

Kingsview Wealth Management’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
Q1 		– Sell
-107,148
Closed -$2.74M – 1021
2023
Q4 		$2.74M Buy
+107,148
New +$2.35M 0.08% 221

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kingsview Wealth Management's CWEN.A Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Clearway Energy Class A (CWEN.A) in Q1 2024, closing a stake of 107,148 shares — an estimated $2.74M sold.

Kingsview Wealth Management first reported a position in CWEN.A in Q4 2023 and held it in 1 quarter. The position peaked at $2.74M in Q4 2023. 167 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Clearway Energy Class A position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 107,148 Clearway Energy Class A shares in Q1 2024, an estimated $2.74M.
  • Kingsview Wealth Management first reported a position in Clearway Energy Class A in Q4 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Clearway Energy Class A position peaked at $2.74M in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.