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

Allworth 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 		$58.3K Buy
1,707
+60
+4% +$2.32K ﹤0.01% 2347
2026
Q1 		$64.7K Buy
1,647
+60
+4% +$2.24K ﹤0.01% 2138
2025
Q4 		$52.8K Buy
1,587
+336
+27% +$11.2K ﹤0.01% 2159
2025
Q3 		$35.3K Sell
1,251
-285
-19% -$8.63K ﹤0.01% 2346
2025
Q2 		$49.1K Buy
1,536
+180
+13% +$5.38K ﹤0.01% 1952
2025
Q1 		$38.9K Buy
1,356
+53
+4% +$1.44K ﹤0.01% 1678
2024
Q4 		$32.1K Sell
1,303
-4
-0.3% -$111 ﹤0.01% 1806
2024
Q3 		$40.1K Buy
1,307
+71
+6% +$1.96K ﹤0.01% 1515
2024
Q2 		$31.2K Sell
1,236
-3
-0.2% -$76 ﹤0.01% 1602
2024
Q1 		$28.6K Sell
1,239
-167
-12% -$3.93K ﹤0.01% 1564
2023
Q4 		$38.6K Buy
1,406
+371
+36% +$8.66K ﹤0.01% 1299
2023
Q3 		$21.9K Buy
1,035
+393
+61% +$9.99K ﹤0.01% 1461
2023
Q2 		$18.3K Buy
642
+585
+1,026% +$17.7K ﹤0.01% 1593
2023
Q1 		$1.79K Buy
57
+23
+68% +$739 ﹤0.01% 2452
2022
Q4 		$1.08K Sell
34
-27
-44% -$910 ﹤0.01% 2446
2022
Q3 		$2K Buy
61
+48
+369% +$1.77K ﹤0.01% 2126
2022
Q2 		$0 Sell
13
-15
-54% -$505 ﹤0.01% 2474
2022
Q1 		$1K Buy
+28
New +$953 ﹤0.01% 1907

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

Allworth Financial's CWEN Position: Q2 2026 in Review

Allworth Financial increased its Clearway Energy Class C (CWEN) stake by 3.6% in Q2 2026, buying an estimated $2.32K and bringing the position to 1,707 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Allworth Financial first reported a position in CWEN in Q1 2022 and has held it in 18 quarters since. The position peaked at $64.7K in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Allworth Financial held 1,707 shares of Clearway Energy Class C worth $58.3K as of Q2 2026.
  • Allworth Financial bought 60 Clearway Energy Class C shares in Q2 2026, an estimated $2.32K.
  • Clearway Energy Class C made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2347 holding.
  • Allworth Financial first reported a position in Clearway Energy Class C in Q1 2022 and has held it in 18 quarters since.
  • Allworth Financial's Clearway Energy Class C position peaked at $64.7K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.