RPGK
CWEN.A

Retirement Planning Group (Kansas)’s Clearway Energy Class A CWEN.A Stock Holding History

Retirement Planning Group (Kansas)’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
2024
Q4 		– Sell
-28,578
Closed -$814K – 279
2024
Q3 		$814K Hold
28,578
– – 0.04% 137
2024
Q2 		$648K Buy
+28,578
New +$667K 0.04% 140

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Planning Group (Kansas)'s CWEN.A Position: Q4 2024 in Review

Retirement Planning Group (Kansas) sold out of Clearway Energy Class A (CWEN.A) in Q4 2024, closing a stake of 28,578 shares — an estimated $814K sold.

Retirement Planning Group (Kansas) first reported a position in CWEN.A in Q2 2024 and held it in 2 quarters. The position peaked at $814K in Q3 2024. 219 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2024.

  • Retirement Planning Group (Kansas) reported no remaining Clearway Energy Class A position as of Q4 2024 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 28,578 Clearway Energy Class A shares in Q4 2024, an estimated $814K.
  • Retirement Planning Group (Kansas) first reported a position in Clearway Energy Class A in Q2 2024 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s Clearway Energy Class A position peaked at $814K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2024.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2024, filed 18 Feb 2025.