Loomis, Sayles & Company
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Loomis, Sayles & Company’s Clearway Energy Class C CWEN Stock Holding History

Loomis, Sayles & Company’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
-114
Closed -$3K – 763
2023
Q4 		$3K Buy
+114
New +$2.66K ﹤0.01% 925
2017
Q3 		– Sell
-605
Closed -$11K – 926
2017
Q2 		$11K Buy
605
+47
+8% +$823 ﹤0.01% 792
2017
Q1 		$10K Hold
558
– – ﹤0.01% 805
2016
Q4 		$9K Buy
+558
New +$8.72K ﹤0.01% 842

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

Loomis, Sayles & Company's CWEN Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Clearway Energy Class C (CWEN) in Q1 2024, closing a stake of 114 shares — an estimated $3K sold.

Loomis, Sayles & Company first reported a position in CWEN in Q4 2016 and held it in 4 quarters. The position peaked at $11K in Q2 2017. 312 funds tracked by Wall St. Rank hold CWEN as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Clearway Energy Class C position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 114 Clearway Energy Class C shares in Q1 2024, an estimated $3K.
  • Loomis, Sayles & Company first reported a position in Clearway Energy Class C in Q4 2016 and held it in 4 quarters.
  • Loomis, Sayles & Company's Clearway Energy Class C position peaked at $11K in Q2 2017.
  • 312 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.