V
CWEN icon

Veritable’s Clearway Energy Class C CWEN Stock Holding History

Veritable’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
Q3 		– Sell
-13,732
Closed -$392K – 187
2023
Q2 		$392K Buy
13,732
+4,412
+47% +$133K 0.01% 613
2023
Q1 		$292K Sell
9,320
-2,282
-20% -$73.3K ﹤0.01% 698
2022
Q4 		$370K Buy
11,602
+2,966
+34% +$100K 0.01% 608
2022
Q3 		$275K Sell
8,636
-30
-0.3% -$1.1K 0.01% 655
2022
Q2 		$302K Buy
8,666
+1,150
+15% +$38.7K 0.01% 675
2022
Q1 		$274K Buy
7,516
+715
+11% +$24.3K ﹤0.01% 747
2021
Q4 		$245K Buy
+6,801
New +$240K ﹤0.01% 800

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Veritable's CWEN Position: Q3 2023 in Review

Veritable sold out of Clearway Energy Class C (CWEN) in Q3 2023, closing a stake of 13,732 shares — an estimated $392K sold.

Veritable first reported a position in CWEN in Q4 2021 and held it in 7 quarters. The position peaked at $392K in Q2 2023. 281 funds tracked by Wall St. Rank hold CWEN as of Q3 2023.

  • Veritable reported no remaining Clearway Energy Class C position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 13,732 Clearway Energy Class C shares in Q3 2023, an estimated $392K.
  • Veritable first reported a position in Clearway Energy Class C in Q4 2021 and held it in 7 quarters.
  • Veritable's Clearway Energy Class C position peaked at $392K in Q2 2023.
  • 281 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.