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Annis Gardner Whiting Capital Advisors’s Clearway Energy Class C CWEN Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-33
Closed -$1.3K – 547
2026
Q1 		$1.3K Hold
33
– – ﹤0.01% 1112
2025
Q4 		$1.1K Hold
33
– – ﹤0.01% 1038
2025
Q3 		$933 Hold
33
– – ﹤0.01% 996
2025
Q2 		$1.06K Buy
+33
New +$986 ﹤0.01% 1071

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

Annis Gardner Whiting Capital Advisors's CWEN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Clearway Energy Class C (CWEN) in Q2 2026, closing a stake of 33 shares — an estimated $1.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CWEN in Q2 2025 and held it in 4 quarters. The position peaked at $1.3K in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Clearway Energy Class C position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 33 Clearway Energy Class C shares in Q2 2026, an estimated $1.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Clearway Energy Class C in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Clearway Energy Class C position peaked at $1.3K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.