AssetMark Inc
CWEN.A

AssetMark Inc’s Clearway Energy Class A CWEN.A Stock Holding History

AssetMark Inc’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-111
Closed -$4.35K – 3580
2026
Q1 		$4.35K Sell
111
-10
-8% -$356 ﹤0.01% 2615
2025
Q4 		$3.8K Hold
121
– – ﹤0.01% 2560
2025
Q3 		$3.26K Buy
121
+16
+15% +$458 ﹤0.01% 2481
2025
Q2 		$3.18K Buy
105
+70
+200% +$1.96K ﹤0.01% 2279
2025
Q1 		$996 Sell
35
-4
-10% -$103 ﹤0.01% 2297
2024
Q4 		$954 Buy
+39
New +$1.01K ﹤0.01% 2251
2019
Q4 		– Sell
-11,812
Closed -$205K – 1401
2019
Q3 		$205K Sell
11,812
-344
-3% -$5.8K ﹤0.01% 491
2019
Q2 		$197K Buy
12,156
+12,103
+22,836% +$183K ﹤0.01% 464
2019
Q1 		$1K Hold
53
– – ﹤0.01% 1233
2018
Q4 		$1K Sell
53
-49
-48% -$905 ﹤0.01% 1290
2018
Q3 		$2K Sell
102
-1
-1% -$19 ﹤0.01% 1264
2018
Q2 		$2K Sell
103
-2
-2% -$35 ﹤0.01% 1259
2018
Q1 		$2K Buy
105
+10
+11% +$173 ﹤0.01% 1258
2017
Q4 		$2K Buy
+95
New +$1.79K ﹤0.01% 1443
2017
Q2 		– Sell
-61
Closed -$1K – 1382
2017
Q1 		$1K Buy
+61
New +$1K ﹤0.01% 1191

Other funds holding CWEN.A

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AssetMark Inc's CWEN.A Position: Q2 2026 in Review

AssetMark Inc sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 111 shares — an estimated $4.35K sold.

AssetMark Inc first reported a position in CWEN.A in Q1 2017 and held it in 15 quarters. The position peaked at $205K in Q3 2019. 3 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2026.

  • AssetMark Inc reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 111 Clearway Energy Class A shares in Q2 2026, an estimated $4.35K.
  • AssetMark Inc first reported a position in Clearway Energy Class A in Q1 2017 and held it in 15 quarters.
  • AssetMark Inc's Clearway Energy Class A position peaked at $205K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.