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Sowell Financial Services’s Clearway Energy Class C CWEN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-246
Closed -$7K – 1007
2021
Q1 		$7K Hold
246
– – ﹤0.01% 2445
2020
Q4 		$8K Sell
246
-503
-67% -$15.1K ﹤0.01% 2102
2020
Q3 		$20K Buy
749
+5
+0.7% +$124 ﹤0.01% 1558
2020
Q2 		$17K Sell
744
-138
-16% -$2.92K ﹤0.01% 1509
2020
Q1 		$17K Buy
882
+853
+2,941% +$17.7K ﹤0.01% 1439
2019
Q4 		$1K Buy
+29
New +$561 ﹤0.01% 2315

Other funds holding CWEN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Sowell Financial Services's CWEN Position: Q2 2021 in Review

Sowell Financial Services sold out of Clearway Energy Class C (CWEN) in Q2 2021, closing a stake of 246 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in CWEN in Q4 2019 and held it in 6 quarters. The position peaked at $20K in Q3 2020. 222 funds tracked by Wall St. Rank hold CWEN as of Q2 2021.

  • Sowell Financial Services reported no remaining Clearway Energy Class C position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 246 Clearway Energy Class C shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Clearway Energy Class C in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Clearway Energy Class C position peaked at $20K in Q3 2020.
  • 222 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.