Rational Advisors’s Clearway Energy Class C CWEN Stock Holding History

Rational 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	-262	Closed	-$7.48K	–	223
2023 Q3	$7.48K	Hold	262	–	–	﹤0.01%	239
2023 Q2	$7.48K	Hold	262	–	–	﹤0.01%	228
2023 Q1	$8.21K	Hold	262	–	–	﹤0.01%	218
2022 Q4	$8.35K	Hold	262	–	–	﹤0.01%	196
2022 Q3	$8K	Buy	262 +1	+0.4%	+$37	﹤0.01%	199
2022 Q2	$9K	Buy	261 +7	+3%	+$236	﹤0.01%	188
2022 Q1	$9K	Buy	+254	New	+$8.65K	﹤0.01%	208

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

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Rational Advisors's CWEN Position: Q4 2023 in Review

Rational Advisors sold out of Clearway Energy Class C (CWEN) in Q4 2023, closing a stake of 262 shares — an estimated $7.48K sold.

Rational Advisors first reported a position in CWEN in Q1 2022 and held it in 7 quarters. The position peaked at $9K in Q2 2022. 313 funds tracked by Wall St. Rank hold CWEN as of Q4 2023.

Rational Advisors reported no remaining Clearway Energy Class C position as of Q4 2023 after selling out during the quarter.
Rational Advisors sold 262 Clearway Energy Class C shares in Q4 2023, an estimated $7.48K.
Rational Advisors first reported a position in Clearway Energy Class C in Q1 2022 and held it in 7 quarters.
Rational Advisors's Clearway Energy Class C position peaked at $9K in Q2 2022.
313 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.