VisionPoint Advisory Group’s Clearway Energy Class C CWEN Stock Holding History

VisionPoint Advisory 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
2021 Q2	–	Sell	-71,570	Closed	-$2.01M	–	95
2021 Q1	$2.01M	Buy	71,570 +43,997	+160%	+$1.35M	0.96%	38
2020 Q4	$880K	Buy	27,573 +18,706	+211%	+$562K	0.44%	51
2020 Q3	$239K	Buy	+8,867	New	+$219K	0.1%	110

Other funds holding CWEN

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

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

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KACA

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

VisionPoint Advisory Group's CWEN Position: Q2 2021 in Review

VisionPoint Advisory Group sold out of Clearway Energy Class C (CWEN) in Q2 2021, closing a stake of 71,570 shares — an estimated $2.01M sold.

VisionPoint Advisory Group first reported a position in CWEN in Q3 2020 and held it in 3 quarters. The position peaked at $2.01M in Q1 2021. 221 funds tracked by Wall St. Rank hold CWEN as of Q2 2021.

VisionPoint Advisory Group reported no remaining Clearway Energy Class C position as of Q2 2021 after selling out during the quarter.
VisionPoint Advisory Group sold 71,570 Clearway Energy Class C shares in Q2 2021, an estimated $2.01M.
VisionPoint Advisory Group first reported a position in Clearway Energy Class C in Q3 2020 and held it in 3 quarters.
VisionPoint Advisory Group's Clearway Energy Class C position peaked at $2.01M in Q1 2021.
221 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2021.

Based on VisionPoint Advisory Group's 13F filing for Q2 2021, filed 10 Aug 2021.