Rockefeller Capital Management
PBW icon

Rockefeller Capital Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Rockefeller Capital Management’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
2026
Q1 		$53.6K Hold
1,697
– – ﹤0.01% 3240
2025
Q4 		$51.9K Sell
1,697
-13
-0.8% -$414 ﹤0.01% 3048
2025
Q3 		$49.4K Buy
+1,710
New +$42.2K ﹤0.01% 2924
2023
Q1 		– Sell
-2,101
Closed -$80K – 3328
2022
Q4 		$80K Sell
2,101
-21
-1% -$934 ﹤0.01% 2153
2022
Q3 		$102K Sell
2,122
-79
-4% -$4.3K ﹤0.01% 1983
2022
Q2 		$100K Sell
2,201
-42
-2% -$2.21K ﹤0.01% 1949
2022
Q1 		$146K Buy
2,243
+7
+0.3% +$420 ﹤0.01% 1822
2021
Q4 		$159K Buy
2,236
+17
+0.8% +$1.39K ﹤0.01% 1741
2021
Q3 		$171K Buy
2,219
+574
+35% +$46.9K ﹤0.01% 1629
2021
Q2 		$153K Buy
1,645
+434
+36% +$37.6K ﹤0.01% 1626
2021
Q1 		$119K Buy
1,211
+675
+126% +$77.2K ﹤0.01% 1529
2020
Q4 		$55K Buy
+536
New +$43.4K ﹤0.01% 1659

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