RFM
CWEN.A

Royal Fund Management’s Clearway Energy Class A CWEN.A Stock Holding History

Royal Fund Management’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
2023
Q2 		– Sell
-16,164
Closed -$485K – 281
2023
Q1 		$485K Buy
16,164
+1,478
+10% +$45K 0.07% 206
2022
Q4 		$439K Buy
14,686
+4,186
+40% +$131K 0.07% 185
2022
Q3 		$305K Buy
+10,500
New +$356K 0.06% 178

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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Fund Management's CWEN.A Position: Q2 2023 in Review

Royal Fund Management sold out of Clearway Energy Class A (CWEN.A) in Q2 2023, closing a stake of 16,164 shares — an estimated $485K sold.

Royal Fund Management first reported a position in CWEN.A in Q3 2022 and held it in 3 quarters. The position peaked at $485K in Q1 2023. 161 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2023.

  • Royal Fund Management reported no remaining Clearway Energy Class A position as of Q2 2023 after selling out during the quarter.
  • Royal Fund Management sold 16,164 Clearway Energy Class A shares in Q2 2023, an estimated $485K.
  • Royal Fund Management first reported a position in Clearway Energy Class A in Q3 2022 and held it in 3 quarters.
  • Royal Fund Management's Clearway Energy Class A position peaked at $485K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2023.

Based on Royal Fund Management's 13F filing for Q2 2023, filed 12 Jul 2023.