SIM
CWEN icon

Sentry Investment Management’s Clearway Energy Class C CWEN Stock Holding History

Sentry Investment Management’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
2023
Q1 		– Sell
-5,663
Closed -$180K – 474
2022
Q4 		$180K Buy
5,663
+4,359
+334% +$147K 0.08% 272
2022
Q3 		$42K Buy
+1,304
New +$48K 0.02% 494

Other funds holding CWEN

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sentry Investment Management's CWEN Position: Q1 2023 in Review

Sentry Investment Management sold out of Clearway Energy Class C (CWEN) in Q1 2023, closing a stake of 5,663 shares — an estimated $180K sold.

Sentry Investment Management first reported a position in CWEN in Q3 2022 and held it in 2 quarters. The position peaked at $180K in Q4 2022. 306 funds tracked by Wall St. Rank hold CWEN as of Q1 2023.

  • Sentry Investment Management reported no remaining Clearway Energy Class C position as of Q1 2023 after selling out during the quarter.
  • Sentry Investment Management sold 5,663 Clearway Energy Class C shares in Q1 2023, an estimated $180K.
  • Sentry Investment Management first reported a position in Clearway Energy Class C in Q3 2022 and held it in 2 quarters.
  • Sentry Investment Management's Clearway Energy Class C position peaked at $180K in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2023.

Based on Sentry Investment Management's 13F filing for Q1 2023, filed 26 Apr 2023.