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Superior Planning, LLC’s Clearway Energy Class C CWEN Stock Holding History

Superior Planning, LLC’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
2026
Q3 		$19.4K Buy
+664
New +$21.4K 0.01% 705

Other funds holding CWEN

ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's CWEN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Clearway Energy Class C (CWEN) in Q3 2026: 664 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings.

318 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

  • Superior Planning, LLC held 664 shares of Clearway Energy Class C worth $19.4K as of Q3 2026.
  • Clearway Energy Class C was a new Superior Planning, LLC position in Q3 2026.
  • Clearway Energy Class C made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #705 holding.
  • 318 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.