UCFA
CWEN icon

United Capital Financial Advisors’s Clearway Energy Class C CWEN Stock Holding History

United Capital Financial 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
2024
Q1 		– Sell
-9,834
Closed -$270K – 1088
2023
Q4 		$270K Buy
+9,834
New +$230K ﹤0.01% 909
2023
Q1 		– Sell
-6,805
Closed -$217K – 985
2022
Q4 		$217K Buy
6,805
+38
+0.6% +$1.28K ﹤0.01% 961
2022
Q3 		$216K Sell
6,767
-57
-0.8% -$2.1K ﹤0.01% 997
2022
Q2 		$238K Buy
6,824
+547
+9% +$18.4K ﹤0.01% 1005
2022
Q1 		$229K Buy
6,277
+15
+0.2% +$511 ﹤0.01% 1078
2021
Q4 		$226K Buy
+6,262
New +$221K ﹤0.01% 1112
2016
Q4 		– Sell
-41,793
Closed -$709K – 1262
2016
Q3 		$709K Sell
41,793
-5,478
-12% -$94K 0.01% 867
2016
Q2 		$756K Sell
47,271
-66,546
-58% -$1.01M 0.01% 814
2016
Q1 		$1.62M Sell
113,817
-92,298
-45% -$1.22M 0.02% 582
2015
Q4 		$3.04M Sell
206,115
-102,806
-33% -$1.47M 0.04% 453
2015
Q3 		$3.59M Buy
308,921
+101,651
+49% +$1.76M 0.04% 387
2015
Q2 		$4.54M Buy
+207,270
New +$5.21M 0.05% 354

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

United Capital Financial Advisors's CWEN Position: Q1 2024 in Review

United Capital Financial Advisors sold out of Clearway Energy Class C (CWEN) in Q1 2024, closing a stake of 9,834 shares — an estimated $270K sold.

United Capital Financial Advisors first reported a position in CWEN in Q2 2015 and held it in 12 quarters. The position peaked at $4.54M in Q2 2015. 312 funds tracked by Wall St. Rank hold CWEN as of Q1 2024.

  • United Capital Financial Advisors reported no remaining Clearway Energy Class C position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,834 Clearway Energy Class C shares in Q1 2024, an estimated $270K.
  • United Capital Financial Advisors first reported a position in Clearway Energy Class C in Q2 2015 and held it in 12 quarters.
  • United Capital Financial Advisors's Clearway Energy Class C position peaked at $4.54M in Q2 2015.
  • 312 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.