Migdal Insurance & Financial Holdings’s Clearway Energy Class C CWEN Stock Holding History

Migdal Insurance & Financial Holdings’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	-2,000	Closed	-$55K	–	398
2023 Q4	$55K	Hold	2,000	–	–	﹤0.01%	332
2023 Q3	$42K	Buy	+2,000	New	+$50.8K	﹤0.01%	335
2018 Q1	–	Sell	-5,485	Closed	-$104K	–	713
2017 Q4	$104K	Sell	5,485 -542	-9%	-$10.3K	﹤0.01%	373
2017 Q3	$116K	Buy	+6,027	New	+$111K	﹤0.01%	352
2017 Q2	–	Sell	-28,848	Closed	-$505K	–	462
2017 Q1	$505K	Buy	28,848 +14,237	+97%	+$241K	0.01%	235
2016 Q4	$235K	Buy	+14,611	New	+$228K	0.01%	261

Other funds holding CWEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's CWEN Position: Q1 2024 in Review

Migdal Insurance & Financial Holdings sold out of Clearway Energy Class C (CWEN) in Q1 2024, closing a stake of 2,000 shares — an estimated $55K sold.

Migdal Insurance & Financial Holdings first reported a position in CWEN in Q4 2016 and held it in 6 quarters. The position peaked at $505K in Q1 2017. 312 funds tracked by Wall St. Rank hold CWEN as of Q1 2024.

Migdal Insurance & Financial Holdings reported no remaining Clearway Energy Class C position as of Q1 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,000 Clearway Energy Class C shares in Q1 2024, an estimated $55K.
Migdal Insurance & Financial Holdings first reported a position in Clearway Energy Class C in Q4 2016 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's Clearway Energy Class C position peaked at $505K in Q1 2017.
312 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2024, filed 1 May 2024.