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

McGlone Suttner 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
2024
Q1 		– Sell
-10
Closed -$270 – 303
2023
Q4 		$270 Buy
+10
New +$233 ﹤0.01% 747

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

McGlone Suttner Wealth Management's CWEN Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Clearway Energy Class C (CWEN) in Q1 2024, closing a stake of 10 shares — an estimated $270 sold.

McGlone Suttner Wealth Management first reported a position in CWEN in Q4 2023 and held it in 1 quarter. The position peaked at $270 in Q4 2023. 312 funds tracked by Wall St. Rank hold CWEN as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Clearway Energy Class C position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 10 Clearway Energy Class C shares in Q1 2024, an estimated $270.
  • McGlone Suttner Wealth Management first reported a position in Clearway Energy Class C in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Clearway Energy Class C position peaked at $270 in Q4 2023.
  • 312 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.