Summit Wealth Group’s Clearway Energy Class C CWEN Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-31,643	Closed	-$1K	–	118
2023 Q1	$1K	Buy	+31,643	New	+$1.02M	0.02%	113
2021 Q3	–	Sell	-1,010	Closed	-$27K	–	87
2021 Q2	$27K	Hold	1,010	–	–	0.04%	66
2021 Q1	$28K	Buy	+1,010	New	+$31K	0.05%	60

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's CWEN Position: Q2 2023 in Review

Summit Wealth Group sold out of Clearway Energy Class C (CWEN) in Q2 2023, closing a stake of 31,643 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in CWEN in Q1 2021 and held it in 3 quarters. The position peaked at $28K in Q1 2021. 310 funds tracked by Wall St. Rank hold CWEN as of Q2 2023.

Summit Wealth Group reported no remaining Clearway Energy Class C position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 31,643 Clearway Energy Class C shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in Clearway Energy Class C in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's Clearway Energy Class C position peaked at $28K in Q1 2021.
310 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.