Action Point Financial Planning’s Clearway Energy Class C CWEN Stock Holding History

Action Point Financial Planning’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 Q2	$12.7K	Buy	+376	New	+$14.6K	﹤0.01%	1344

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's CWEN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 376 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1344 among its holdings.

478 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Action Point Financial Planning held 376 shares of Clearway Energy Class C worth $12.7K as of Q2 2026.
Clearway Energy Class C was a new Action Point Financial Planning position in Q2 2026.
Clearway Energy Class C made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1344 holding.
478 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.