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San Luis Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

San Luis Wealth 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
2025
Q1 		– Sell
-29,558
Closed -$769K – 141
2024
Q4 		$769K Buy
+29,558
New +$817K 0.15% 74

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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 $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

San Luis Wealth Advisors's CWEN Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Clearway Energy Class C (CWEN) in Q1 2025, closing a stake of 29,558 shares — an estimated $769K sold.

San Luis Wealth Advisors first reported a position in CWEN in Q4 2024 and held it in 1 quarter. The position peaked at $769K in Q4 2024. 351 funds tracked by Wall St. Rank hold CWEN as of Q1 2025.

  • San Luis Wealth Advisors reported no remaining Clearway Energy Class C position as of Q1 2025 after selling out during the quarter.
  • San Luis Wealth Advisors sold 29,558 Clearway Energy Class C shares in Q1 2025, an estimated $769K.
  • San Luis Wealth Advisors first reported a position in Clearway Energy Class C in Q4 2024 and held it in 1 quarter.
  • San Luis Wealth Advisors's Clearway Energy Class C position peaked at $769K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.