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Kingswood Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-6,396
Closed -$461K – 635
2023
Q4 		$461K Buy
+6,396
New +$149K 0.05% 366

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Kingswood Wealth Advisors's CWEN Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Clearway Energy Class C (CWEN) in Q1 2024, closing a stake of 6,396 shares — an estimated $461K sold.

Kingswood Wealth Advisors first reported a position in CWEN in Q4 2023 and held it in 1 quarter. The position peaked at $461K in Q4 2023. 312 funds tracked by Wall St. Rank hold CWEN as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Clearway Energy Class C position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,396 Clearway Energy Class C shares in Q1 2024, an estimated $461K.
  • Kingswood Wealth Advisors first reported a position in Clearway Energy Class C in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Clearway Energy Class C position peaked at $461K in Q4 2023.
  • 312 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.