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Raymond James Financial Services Advisors’s Clearway Energy Class C CWEN Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.87M Buy
61,032
+881
+1% +$24.3K ﹤0.01% 1774
2024
Q2 		$1.49M Sell
60,151
-12,103
-17% -$306K ﹤0.01% 1844
2024
Q1 		$1.67M Sell
72,254
-2,599
-3% -$61.1K ﹤0.01% 1738
2023
Q4 		$2.05M Buy
74,853
+11,097
+17% +$259K ﹤0.01% 1557
2023
Q3 		$1.35M Buy
63,756
+6,526
+11% +$166K ﹤0.01% 1744
2023
Q2 		$1.63M Buy
57,230
+285
+0.5% +$8.61K ﹤0.01% 1634
2023
Q1 		$1.78M Buy
56,945
+1,156
+2% +$37.1K ﹤0.01% 1555
2022
Q4 		$1.78M Buy
55,789
+1,197
+2% +$40.3K ﹤0.01% 1498
2022
Q3 		$1.74M Buy
54,592
+876
+2% +$32.3K ﹤0.01% 1496
2022
Q2 		$1.87M Sell
53,716
-424
-0.8% -$14.3K ﹤0.01% 1475
2022
Q1 		$1.98M Buy
54,140
+606
+1% +$20.6K ﹤0.01% 1495
2021
Q4 		$1.93M Sell
53,534
-3,827
-7% -$135K ﹤0.01% 1566
2021
Q3 		$1.74M Buy
57,361
+2,087
+4% +$62.1K ﹤0.01% 1575
2021
Q2 		$1.46M Buy
55,274
+12,805
+30% +$351K ﹤0.01% 1685
2021
Q1 		$1.2M Sell
42,469
-1,905
-4% -$58.5K ﹤0.01% 1723
2020
Q4 		$1.42M Sell
44,374
-2,239
-5% -$67.2K ﹤0.01% 1491
2020
Q3 		$1.26M Sell
46,613
-2,567
-5% -$63.4K ﹤0.01% 1411
2020
Q2 		$1.13M Buy
49,180
+320
+0.7% +$6.77K ﹤0.01% 1414
2020
Q1 		$919K Buy
48,860
+31,344
+179% +$652K ﹤0.01% 1249
2019
Q4 		$349K Buy
17,516
+454
+3% +$8.79K ﹤0.01% 2229
2019
Q3 		$311K Sell
17,062
-590
-3% -$10.4K ﹤0.01% 2226
2019
Q2 		$298K Sell
17,652
-32,903
-65% -$519K ﹤0.01% 2279
2019
Q1 		$764K Sell
50,555
-4,571
-8% -$68.6K ﹤0.01% 1617
2018
Q4 		$951K Sell
55,126
-612
-1% -$11.4K 0.01% 1290
2018
Q3 		$1.07M Sell
55,738
-2,743
-5% -$52.3K ﹤0.01% 1420
2018
Q2 		$1.01M Buy
58,481
+4,665
+9% +$81.7K 0.01% 1418
2018
Q1 		$915K Sell
53,816
-1,229
-2% -$21.5K 0.01% 1362
2017
Q4 		$1.04M Buy
55,045
+877
+2% +$16.7K 0.01% 1275
2017
Q3 		$1.04M Sell
54,168
-764
-1% -$14.1K 0.01% 1277
2017
Q2 		$967K Buy
54,932
+11
+0% +$193 0.01% 1297
2017
Q1 		$972K Sell
54,921
-127
-0.2% -$2.15K 0.01% 1201
2016
Q4 		$870K Buy
55,048
+17,391
+46% +$272K 0.01% 1195
2016
Q3 		$639K Buy
37,657
+6,106
+19% +$105K 0.01% 1366
2016
Q2 		$492K Buy
31,551
+19,693
+166% +$300K ﹤0.01% 1435
2016
Q1 		$169K Buy
+11,858
New +$156K ﹤0.01% 1812

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's CWEN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Clearway Energy Class C (CWEN) stake by 1.5% in Q3 2024, buying an estimated $24.3K and bringing the position to 61,032 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Raymond James Financial Services Advisors first reported a position in CWEN in Q1 2016 and has held it in 35 quarters since. The position peaked at $2.05M in Q4 2023. 344 funds tracked by Wall St. Rank hold CWEN as of Q3 2024.

  • Raymond James Financial Services Advisors held 61,032 shares of Clearway Energy Class C worth $1.87M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 881 Clearway Energy Class C shares in Q3 2024, an estimated $24.3K.
  • Clearway Energy Class C made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1774 holding.
  • Raymond James Financial Services Advisors first reported a position in Clearway Energy Class C in Q1 2016 and has held it in 35 quarters since.
  • Raymond James Financial Services Advisors's Clearway Energy Class C position peaked at $2.05M in Q4 2023.
  • 344 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.