Synergy Financial Management, LLC
Holdings in CWEN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,014,919 | 90,647 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $6,473,091 | 229,136 | Shares | Other | 2025-10-21 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,014,919 | 90,647 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $6,473,091 | 229,136 | Shares | Other | 2025-10-21 |