Prudential Financial
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Prudential Financial’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Prudential Financial’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,933
Closed -$359K – 2583
2024
Q3 		$359K Buy
+17,933
New +$357K ﹤0.01% 2351
2024
Q1 		– Sell
-9,789
Closed -$291K – 2731
2023
Q4 		$291K Sell
9,789
-1,325
-12% -$36.6K ﹤0.01% 2333
2023
Q3 		$349K Buy
+11,114
New +$420K ﹤0.01% 2205
2023
Q1 		– Sell
-7,838
Closed -$300K – 2649
2022
Q4 		$300K Buy
+7,838
New +$349K ﹤0.01% 2252

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Prudential Financial's PBW Position: Q4 2024 in Review

Prudential Financial sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 17,933 shares — an estimated $359K sold.

Prudential Financial first reported a position in PBW in Q4 2022 and held it in 4 quarters. The position peaked at $359K in Q3 2024. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

  • Prudential Financial reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 17,933 Invesco WilderHill Clean Energy ETF shares in Q4 2024, an estimated $359K.
  • Prudential Financial first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2022 and held it in 4 quarters.
  • Prudential Financial's Invesco WilderHill Clean Energy ETF position peaked at $359K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.