AWM
CWEN icon

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

AllSquare 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
2025
Q3 		$2.83K Hold
100
– – ﹤0.01% 453
2025
Q2 		$3.2K Hold
100
– – ﹤0.01% 448
2025
Q1 		$3.03K Hold
100
– – ﹤0.01% 455
2024
Q4 		$2.6K Buy
+100
New +$2.77K ﹤0.01% 459

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllSquare Wealth Management's CWEN Position: Q3 2025 in Review

AllSquare Wealth Management held its Clearway Energy Class C (CWEN) position steady in Q3 2025 at 100 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

AllSquare Wealth Management first reported a position in CWEN in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.2K in Q2 2025. 374 funds tracked by Wall St. Rank hold CWEN as of Q3 2025.

  • AllSquare Wealth Management held 100 shares of Clearway Energy Class C worth $2.83K as of Q3 2025.
  • AllSquare Wealth Management left its Clearway Energy Class C share count unchanged in Q3 2025.
  • Clearway Energy Class C made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #453 holding.
  • AllSquare Wealth Management first reported a position in Clearway Energy Class C in Q4 2024 and has held it in 4 quarters since.
  • AllSquare Wealth Management's Clearway Energy Class C position peaked at $3.2K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.