Kiwi Wealth Investments Limited Partnership’s Clearway Energy Class C CWEN Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023 Q3	–	Sell	-69,413	Closed	-$1.98M	–	85
2023 Q2	$1.98M	Hold	69,413	–	–	0.12%	128
2023 Q1	$2.17M	Hold	69,413	–	–	0.14%	124
2022 Q4	$2.21M	Buy	+69,413	New	+$2.34M	0.15%	136
2022 Q1	–	Sell	-24,188	Closed	-$871K	–	221
2021 Q4	$871K	Buy	+24,188	New	+$855K	0.04%	212
2020 Q4	–	Sell	-87,945	Closed	-$2.37M	–	259
2020 Q3	$2.37M	Sell	87,945 -11,909	-12%	-$294K	0.17%	154
2020 Q2	$2.3M	Buy	+99,854	New	+$2.11M	0.19%	130

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Kiwi Wealth Investments Limited Partnership's CWEN Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Clearway Energy Class C (CWEN) in Q3 2023, closing a stake of 69,413 shares — an estimated $1.98M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in CWEN in Q2 2020 and held it in 6 quarters. The position peaked at $2.37M in Q3 2020. 281 funds tracked by Wall St. Rank hold CWEN as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Clearway Energy Class C position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 69,413 Clearway Energy Class C shares in Q3 2023, an estimated $1.98M.
Kiwi Wealth Investments Limited Partnership first reported a position in Clearway Energy Class C in Q2 2020 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's Clearway Energy Class C position peaked at $2.37M in Q3 2020.
281 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.