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Mascoma Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Mascoma Wealth Management’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
2025
Q2 		– Sell
-660
Closed -$20K – 472
2025
Q1 		$20K Sell
660
-424
-39% -$11.5K 0.01% 263
2024
Q4 		$28.2K Buy
+1,084
New +$30K 0.01% 248
2019
Q1 		– Sell
-400
Closed -$7K – 398
2018
Q4 		$7K Hold
400
– – 0.01% 279
2018
Q3 		$8K Hold
400
– – 0.01% 295
2018
Q2 		$7K Hold
400
– – ﹤0.01% 294
2018
Q1 		$7K Hold
400
– – ﹤0.01% 284
2017
Q4 		$7K Buy
+400
New +$7.6K ﹤0.01% 284

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Neuberger Berman Group
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State Street
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TCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return