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Wagner Wealth Management (South Carolina)’s Clearway Energy Class C CWEN Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		– Sell
-150
Closed -$4K – 659
2021
Q2 		$4K Buy
+150
New +$4.12K ﹤0.01% 591

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CWEN Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Clearway Energy Class C (CWEN) in Q3 2021, closing a stake of 150 shares — an estimated $4K sold.

Wagner Wealth Management (South Carolina) first reported a position in CWEN in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 223 funds tracked by Wall St. Rank hold CWEN as of Q3 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Clearway Energy Class C position as of Q3 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 150 Clearway Energy Class C shares in Q3 2021, an estimated $4K.
  • Wagner Wealth Management (South Carolina) first reported a position in Clearway Energy Class C in Q2 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Clearway Energy Class C position peaked at $4K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.