TCI Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

TCI Wealth Advisors’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	-318	Closed	-$9.96K	–	693
2023 Q1	$9.96K	Sell	318 -2	-0.6%	-$64	﹤0.01%	1091
2022 Q4	$10.2K	Hold	320	–	–	﹤0.01%	1059
2022 Q3	$10K	Buy	320 +4	+1%	+$147	﹤0.01%	996
2022 Q2	$11K	Hold	316	–	–	﹤0.01%	937
2022 Q1	$12K	Hold	316	–	–	﹤0.01%	967
2021 Q4	$11K	Hold	316	–	–	﹤0.01%	1077
2021 Q3	$10K	Buy	316 +197	+166%	+$5.87K	﹤0.01%	1090
2021 Q2	$3K	Sell	119 -41	-26%	-$1.13K	﹤0.01%	1722
2021 Q1	$5K	Buy	160 +152	+1,900%	+$4.67K	﹤0.01%	1236
2020 Q4	$0	Buy	+8	New	+$240	﹤0.01%	1563
2017 Q4	–	Sell	-579	Closed	-$11K	–	1379
2017 Q3	$11K	Hold	579	–	–	0.01%	571
2017 Q2	$10K	Buy	+579	New	+$10.1K	0.01%	591

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

TCI Wealth Advisors's CWEN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Clearway Energy Class C (CWEN) in Q2 2023, closing a stake of 318 shares — an estimated $9.96K sold.

TCI Wealth Advisors first reported a position in CWEN in Q2 2017 and held it in 12 quarters. The position peaked at $12K in Q1 2022. 310 funds tracked by Wall St. Rank hold CWEN as of Q2 2023.

TCI Wealth Advisors reported no remaining Clearway Energy Class C position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 318 Clearway Energy Class C shares in Q2 2023, an estimated $9.96K.
TCI Wealth Advisors first reported a position in Clearway Energy Class C in Q2 2017 and held it in 12 quarters.
TCI Wealth Advisors's Clearway Energy Class C position peaked at $12K in Q1 2022.
310 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.