WI
CWEN icon

Wintrust Investments’s Clearway Energy Class C CWEN Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-822
Closed -$25K – 440
2024
Q3 		$25K Buy
+822
New +$22.7K 0.02% 439
2022
Q2 		– Sell
-5,575
Closed -$204K – 384
2022
Q1 		$204K Sell
5,575
-86
-2% -$2.93K 0.02% 389
2021
Q4 		$204K Buy
+5,661
New +$200K 0.02% 405

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wintrust Investments's CWEN Position: Q4 2024 in Review

Wintrust Investments sold out of Clearway Energy Class C (CWEN) in Q4 2024, closing a stake of 822 shares — an estimated $25K sold.

Wintrust Investments first reported a position in CWEN in Q4 2021 and held it in 3 quarters. The position peaked at $204K in Q1 2022. 342 funds tracked by Wall St. Rank hold CWEN as of Q4 2024.

  • Wintrust Investments reported no remaining Clearway Energy Class C position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 822 Clearway Energy Class C shares in Q4 2024, an estimated $25K.
  • Wintrust Investments first reported a position in Clearway Energy Class C in Q4 2021 and held it in 3 quarters.
  • Wintrust Investments's Clearway Energy Class C position peaked at $204K in Q1 2022.
  • 342 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.