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Significant Wealth Partners’s Clearway Energy Class C CWEN Stock Holding History

Significant Wealth Partners’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
2024
Q2 		– Sell
-20,806
Closed -$480K – 89
2024
Q1 		$480K Buy
+20,806
New +$489K 0.31% 81

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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Significant Wealth Partners's CWEN Position: Q2 2024 in Review

Significant Wealth Partners sold out of Clearway Energy Class C (CWEN) in Q2 2024, closing a stake of 20,806 shares — an estimated $480K sold.

Significant Wealth Partners first reported a position in CWEN in Q1 2024 and held it in 1 quarter. The position peaked at $480K in Q1 2024. 329 funds tracked by Wall St. Rank hold CWEN as of Q2 2024.

  • Significant Wealth Partners reported no remaining Clearway Energy Class C position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 20,806 Clearway Energy Class C shares in Q2 2024, an estimated $480K.
  • Significant Wealth Partners first reported a position in Clearway Energy Class C in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's Clearway Energy Class C position peaked at $480K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.