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Advisornet Financial’s Clearway Energy Class C CWEN Stock Holding History

Advisornet Financial’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 		$8.92K Buy
261
+247
+1,764% +$9.57K ﹤0.01% 1626
2026
Q1 		$550 Buy
14
+4
+40% +$149 ﹤0.01% 2086
2025
Q4 		$333 Buy
10
+3
+43% +$100 ﹤0.01% 2127
2025
Q3 		$198 Hold
7
– – ﹤0.01% 2161
2025
Q2 		$224 Buy
+7
New +$209 ﹤0.01% 2137
2024
Q2 		– Sell
-40
Closed -$922 – 2099
2024
Q1 		$922 Sell
40
-177
-82% -$4.16K ﹤0.01% 1785
2023
Q4 		$5.95K Buy
217
+17
+9% +$397 ﹤0.01% 1452
2023
Q3 		$4.23K Sell
200
-317
-61% -$8.05K ﹤0.01% 1458
2023
Q2 		$14.8K Buy
517
+16
+3% +$484 ﹤0.01% 1211
2023
Q1 		$15.7K Sell
501
-13
-3% -$418 ﹤0.01% 1159
2022
Q4 		$16.4K Buy
514
+14
+3% +$472 ﹤0.01% 1122
2022
Q3 		$16K Hold
500
– – ﹤0.01% 1186
2022
Q2 		$17K Hold
500
– – ﹤0.01% 1181
2022
Q1 		$18K Sell
500
-300
-38% -$10.2K ﹤0.01% 1275
2021
Q4 		$29K Buy
800
+600
+300% +$21.2K ﹤0.01% 1181
2021
Q3 		$6K Buy
+200
New +$5.95K ﹤0.01% 1572

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisornet Financial's CWEN Position: Q2 2026 in Review

Advisornet Financial increased its Clearway Energy Class C (CWEN) stake by 1,764% in Q2 2026, buying an estimated $9.57K and bringing the position to 261 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Advisornet Financial first reported a position in CWEN in Q3 2021 and has held it in 16 quarters since. The position peaked at $29K in Q4 2021. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Advisornet Financial held 261 shares of Clearway Energy Class C worth $8.92K as of Q2 2026.
  • Advisornet Financial bought 247 Clearway Energy Class C shares in Q2 2026, an estimated $9.57K.
  • Clearway Energy Class C made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1626 holding.
  • Advisornet Financial first reported a position in Clearway Energy Class C in Q3 2021 and has held it in 16 quarters since.
  • Advisornet Financial's Clearway Energy Class C position peaked at $29K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.