Kovitz Investment Group Partners’s Clearway Energy Class C CWEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$518K	Sell	16,172 -948	-6%	-$30.3K	﹤0.01%	956
2025 Q1	$518K	Sell	17,120 -7,310	-30%	-$221K	﹤0.01%	886
2024 Q4	$635K	Sell	24,430 -4,013	-14%	-$104K	﹤0.01%	834
2024 Q3	$867K	Sell	28,443 -2,817	-9%	-$85.9K	0.01%	657
2024 Q2	$772K	Buy	+31,260	New	+$772K	0.01%	591