WIA
CWEN.A

Wealthstreet Investment Advisors’s Clearway Energy Class A CWEN.A Stock Holding History

Wealthstreet Investment Advisors’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,500
Closed -$225K – 141
2021
Q1 		$225K Hold
8,500
– – 0.02% 340
2020
Q4 		$251K Hold
8,500
– – 0.03% 318
2020
Q3 		$210K Buy
+8,500
New +$196K 0.02% 318
2018
Q2 		– Sell
-14,100
Closed -$232K – 347
2018
Q1 		$232K Sell
14,100
-2,000
-12% -$34.6K 0.03% 314
2017
Q4 		$303K Buy
+16,100
New +$303K 0.04% 282

Other funds holding CWEN.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wealthstreet Investment Advisors's CWEN.A Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Clearway Energy Class A (CWEN.A) in Q2 2021, closing a stake of 8,500 shares — an estimated $225K sold.

Wealthstreet Investment Advisors first reported a position in CWEN.A in Q4 2017 and held it in 5 quarters. The position peaked at $303K in Q4 2017. 120 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Clearway Energy Class A position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 8,500 Clearway Energy Class A shares in Q2 2021, an estimated $225K.
  • Wealthstreet Investment Advisors first reported a position in Clearway Energy Class A in Q4 2017 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's Clearway Energy Class A position peaked at $303K in Q4 2017.
  • 120 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.