OFG
CWEN.A

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

OTA Financial Group’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,056
Closed -$350K – 79
2022
Q3 		$350K Buy
+12,056
New +$409K 0.3% 51
2021
Q4 		– Sell
-31,204
Closed -$879K – 85
2021
Q3 		$879K Buy
+31,204
New +$878K 1.06% 20

Other funds holding CWEN.A

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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

OTA Financial Group's CWEN.A Position: Q4 2022 in Review

OTA Financial Group sold out of Clearway Energy Class A (CWEN.A) in Q4 2022, closing a stake of 12,056 shares — an estimated $350K sold.

OTA Financial Group first reported a position in CWEN.A in Q3 2021 and held it in 2 quarters. The position peaked at $879K in Q3 2021. 163 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2022.

  • OTA Financial Group reported no remaining Clearway Energy Class A position as of Q4 2022 after selling out during the quarter.
  • OTA Financial Group sold 12,056 Clearway Energy Class A shares in Q4 2022, an estimated $350K.
  • OTA Financial Group first reported a position in Clearway Energy Class A in Q3 2021 and held it in 2 quarters.
  • OTA Financial Group's Clearway Energy Class A position peaked at $879K in Q3 2021.
  • 163 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2022.

Based on OTA Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.