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Lloyd Advisory Services’s Clearway Energy Class C CWEN Stock Holding History

Lloyd Advisory Services’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
2022
Q2 		– Sell
-139
Closed -$5K – 170
2022
Q1 		$5K Buy
+139
New +$4.73K ﹤0.01% 441

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

Lloyd Advisory Services's CWEN Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Clearway Energy Class C (CWEN) in Q2 2022, closing a stake of 139 shares — an estimated $5K sold.

Lloyd Advisory Services first reported a position in CWEN in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 262 funds tracked by Wall St. Rank hold CWEN as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Clearway Energy Class C position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 139 Clearway Energy Class C shares in Q2 2022, an estimated $5K.
  • Lloyd Advisory Services first reported a position in Clearway Energy Class C in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Clearway Energy Class C position peaked at $5K in Q1 2022.
  • 262 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.