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OTA Financial Group’s Clearway Energy Class C CWEN Stock Holding History

OTA Financial Group’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
2023
Q2 		– Sell
-12,868
Closed -$403K – 15
2023
Q1 		$403K Buy
+12,868
New +$413K 0.35% 27
2021
Q3 		– Sell
-25,972
Closed -$687K – 76
2021
Q2 		$687K Buy
+25,972
New +$713K 0.76% 32
2017
Q3 		– Sell
-12,035
Closed -$213K – 62
2017
Q2 		$213K Hold
12,035
– – 0.14% 52
2017
Q1 		$213K Buy
+12,035
New +$204K 0.13% 56
2016
Q3 		– Sell
-14,562
Closed -$227K – 53
2016
Q2 		$227K Buy
+14,562
New +$222K 0.17% 67

Other funds holding CWEN

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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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return