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Sugarloaf Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Sugarloaf Wealth 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
2022
Q4 		– Sell
-419
Closed -$14K – 805
2022
Q3 		$14K Hold
419
– – ﹤0.01% 464
2022
Q2 		$15K Hold
419
– – ﹤0.01% 457
2022
Q1 		$15K Buy
+419
New +$14.3K ﹤0.01% 445

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

Sugarloaf Wealth Management's CWEN Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Clearway Energy Class C (CWEN) in Q4 2022, closing a stake of 419 shares — an estimated $14K sold.

Sugarloaf Wealth Management first reported a position in CWEN in Q1 2022 and held it in 3 quarters. The position peaked at $15K in Q2 2022. 309 funds tracked by Wall St. Rank hold CWEN as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Clearway Energy Class C position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 419 Clearway Energy Class C shares in Q4 2022, an estimated $14K.
  • Sugarloaf Wealth Management first reported a position in Clearway Energy Class C in Q1 2022 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Clearway Energy Class C position peaked at $15K in Q2 2022.
  • 309 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.