AssetMark Inc
CWEN icon

AssetMark Inc’s Clearway Energy Class C CWEN Stock Holding History

AssetMark Inc’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
Q1 		$786 Sell
20
-5
-20% -$187 ﹤0.01% 3089
2025
Q4 		$832 Hold
25
– – ﹤0.01% 2988
2025
Q3 		$706 Sell
25
-39
-61% -$1.18K ﹤0.01% 2862
2025
Q2 		$2.05K Buy
+64
New +$1.91K ﹤0.01% 2427

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AssetMark Inc's CWEN Position: Q1 2026 in Review

AssetMark Inc reduced its Clearway Energy Class C (CWEN) stake by 20% in Q1 2026, selling an estimated $187 and leaving 20 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

AssetMark Inc first reported a position in CWEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.05K in Q2 2025. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

  • AssetMark Inc held 20 shares of Clearway Energy Class C worth $786 as of Q1 2026.
  • AssetMark Inc sold 5 Clearway Energy Class C shares in Q1 2026, an estimated $187.
  • Clearway Energy Class C made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3089 holding.
  • AssetMark Inc first reported a position in Clearway Energy Class C in Q2 2025 and has held it in 4 quarters since.
  • AssetMark Inc's Clearway Energy Class C position peaked at $2.05K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.