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Kula Investments’s Clearway Energy Class C CWEN Stock Holding History

Kula Investments’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
Q1 		– Sell
-13,046
Closed -$416K – 660
2022
Q4 		$416K Buy
+13,046
New +$440K 0.12% 271

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kula Investments's CWEN Position: Q1 2023 in Review

Kula Investments sold out of Clearway Energy Class C (CWEN) in Q1 2023, closing a stake of 13,046 shares — an estimated $416K sold.

Kula Investments first reported a position in CWEN in Q4 2022 and held it in 1 quarter. The position peaked at $416K in Q4 2022. 306 funds tracked by Wall St. Rank hold CWEN as of Q1 2023.

  • Kula Investments reported no remaining Clearway Energy Class C position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 13,046 Clearway Energy Class C shares in Q1 2023, an estimated $416K.
  • Kula Investments first reported a position in Clearway Energy Class C in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Clearway Energy Class C position peaked at $416K in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.