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Prevail Innovative Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

Prevail Innovative Wealth Advisors’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
Q4 		– Sell
-28,962
Closed -$613K – 142
2023
Q3 		$613K Sell
28,962
-20,300
-41% -$516K 0.32% 77
2023
Q2 		$1.41M Buy
+49,262
New +$1.49M 0.77% 47

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CWEN Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of Clearway Energy Class C (CWEN) in Q4 2023, closing a stake of 28,962 shares — an estimated $613K sold.

Prevail Innovative Wealth Advisors first reported a position in CWEN in Q2 2023 and held it in 2 quarters. The position peaked at $1.41M in Q2 2023. 313 funds tracked by Wall St. Rank hold CWEN as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Clearway Energy Class C position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 28,962 Clearway Energy Class C shares in Q4 2023, an estimated $613K.
  • Prevail Innovative Wealth Advisors first reported a position in Clearway Energy Class C in Q2 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Clearway Energy Class C position peaked at $1.41M in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.