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AE Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

AE Wealth 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
2026
Q2 		$3.4M Buy
99,431
+3,667
+4% +$142K 0.02% 526
2026
Q1 		$3.76M Buy
95,764
+1,709
+2% +$63.8K 0.02% 484
2025
Q4 		$3.13M Buy
94,055
+1,907
+2% +$63.5K 0.02% 487
2025
Q3 		$2.6M Buy
92,148
+4,721
+5% +$143K 0.02% 500
2025
Q2 		$2.8M Buy
87,427
+2,301
+3% +$68.7K 0.02% 465
2025
Q1 		$2.58M Buy
85,126
+3,026
+4% +$82.3K 0.02% 468
2024
Q4 		$2.13M Buy
82,100
+7,056
+9% +$195K 0.02% 507
2024
Q3 		$2.3M Buy
75,044
+4,019
+6% +$111K 0.02% 490
2024
Q2 		$1.75M Buy
71,025
+4,833
+7% +$122K 0.02% 552
2024
Q1 		$1.53M Sell
66,192
-16,670
-20% -$392K 0.02% 556
2023
Q4 		$2.04M Buy
82,862
+20,976
+34% +$490K 0.01% 896
2023
Q3 		$1.31M Buy
61,886
+11,322
+22% +$288K 0.01% 994
2023
Q2 		$1.44M Buy
50,564
+1,467
+3% +$44.3K 0.01% 948
2023
Q1 		$1.54M Buy
49,097
+901
+2% +$28.9K 0.01% 890
2022
Q4 		$1.54M Buy
48,196
+5,056
+12% +$170K 0.01% 838
2022
Q3 		$1.37M Buy
43,140
+3,358
+8% +$124K 0.01% 822
2022
Q2 		$1.39M Buy
39,782
+4,002
+11% +$135K 0.01% 786
2022
Q1 		$1.31M Buy
35,780
+3,972
+12% +$135K 0.01% 834
2021
Q4 		$1.15M Buy
31,808
+2,243
+8% +$79.3K 0.01% 885
2021
Q3 		$895K Buy
29,565
+2,653
+10% +$79K 0.01% 909
2021
Q2 		$713K Buy
26,912
+4,340
+19% +$119K 0.01% 974
2021
Q1 		$635K Buy
22,572
+1,780
+9% +$54.7K 0.01% 922
2020
Q4 		$664K Sell
20,792
-72
-0.3% -$2.16K 0.01% 861
2020
Q3 		$562K Buy
20,864
+1,286
+7% +$31.8K 0.01% 844
2020
Q2 		$451K Buy
19,578
+2,252
+13% +$47.6K 0.01% 913
2020
Q1 		$326K Buy
+17,326
New +$361K 0.01% 853

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 $3.37T AUM 44.26% 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

AE Wealth Management's CWEN Position: Q2 2026 in Review

AE Wealth Management increased its Clearway Energy Class C (CWEN) stake by 3.8% in Q2 2026, buying an estimated $142K and bringing the position to 99,431 shares worth $3.4M. The position accounts for 0.02% of the portfolio, ranked #526.

AE Wealth Management first reported a position in CWEN in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.76M in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • AE Wealth Management held 99,431 shares of Clearway Energy Class C worth $3.4M as of Q2 2026.
  • AE Wealth Management bought 3,667 Clearway Energy Class C shares in Q2 2026, an estimated $142K.
  • Clearway Energy Class C made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #526 holding.
  • AE Wealth Management first reported a position in Clearway Energy Class C in Q1 2020 and has held it in 26 quarters since.
  • AE Wealth Management's Clearway Energy Class C position peaked at $3.76M in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.