Summit Global Investments’s Clearway Energy Class C CWEN Stock Holding History

Summit Global Investments’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 Q4	–	Sell	-26,423	Closed	-$811K	–	555
2024 Q3	$811K	Sell	26,423 -9,062	-26%	-$250K	0.05%	271
2024 Q2	$876K	Buy	+35,485	New	+$897K	0.06%	263
2023 Q4	–	Sell	-53,453	Closed	-$1.13M	–	528
2023 Q3	$1.13M	Sell	53,453 -1,134	-2%	-$28.8K	0.08%	198
2023 Q2	$1.56M	Sell	54,587 -8,803	-14%	-$266K	0.1%	157
2023 Q1	$1.99M	Buy	+63,390	New	+$2.04M	0.15%	132
2019 Q1	–	Sell	-37,400	Closed	-$645K	–	284
2018 Q4	$645K	Buy	+37,400	New	+$697K	0.1%	173

Other funds holding CWEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Global Investments's CWEN Position: Q4 2024 in Review

Summit Global Investments sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 26,423 shares — an estimated $811K sold.

Summit Global Investments first reported a position in CWEN in Q4 2018 and held it in 6 quarters. The position peaked at $1.99M in Q1 2023. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

Summit Global Investments reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
Summit Global Investments sold 26,423 Clearway Energy Class C shares in Q4 2024, an estimated $811K.
Summit Global Investments first reported a position in Clearway Energy Class C in Q4 2018 and held it in 6 quarters.
Summit Global Investments's Clearway Energy Class C position peaked at $1.99M in Q1 2023.
342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.