Zacks Investment Management’s Clearway Energy Class C CWEN Stock Holding History

Zacks Investment Management’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	-10,925	Closed	-$312K	–	628
2023 Q2	$312K	Buy	+10,925	New	+$330K	﹤0.01%	520
2022 Q1	–	Sell	-39,288	Closed	-$1.42M	–	599
2021 Q4	$1.42M	Buy	+39,288	New	+$1.39M	0.02%	334
2019 Q2	–	Sell	-110,920	Closed	-$1.68M	–	549
2019 Q1	$1.68M	Sell	110,920 -12,007	-10%	-$180K	0.04%	284
2018 Q4	$2.12M	Buy	122,927 +25,437	+26%	+$474K	0.05%	225
2018 Q3	$1.88M	Buy	+97,490	New	+$1.86M	0.04%	285
2015 Q2	–	Sell	-10,144	Closed	-$257K	–	645
2015 Q1	$257K	Buy	10,144 +310	+3%	+$8.06K	0.01%	542
2014 Q4	$232K	Buy	+9,834	New	+$228K	0.01%	563
2014 Q1	–	Sell	-25,956	Closed	-$519K	–	688
2013 Q4	$519K	Buy	+25,956	New	+$463K	0.02%	373

Other funds holding CWEN

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Zacks Investment Management's CWEN Position: Q3 2023 in Review

Zacks Investment Management sold out of Clearway Energy Class C (CWEN) in Q3 2023, closing a stake of 10,925 shares — an estimated $312K sold.

Zacks Investment Management first reported a position in CWEN in Q4 2013 and held it in 8 quarters. The position peaked at $2.12M in Q4 2018. 281 funds tracked by Wall St. Rank hold CWEN as of Q3 2023.

Zacks Investment Management reported no remaining Clearway Energy Class C position as of Q3 2023 after selling out during the quarter.
Zacks Investment Management sold 10,925 Clearway Energy Class C shares in Q3 2023, an estimated $312K.
Zacks Investment Management first reported a position in Clearway Energy Class C in Q4 2013 and held it in 8 quarters.
Zacks Investment Management's Clearway Energy Class C position peaked at $2.12M in Q4 2018.
281 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.