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Atria Investments’s Clearway Energy Class C CWEN Stock Holding History

Atria Investments’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 		$353K Sell
10,326
-801
-7% -$31K ﹤0.01% 1742
2026
Q1 		$437K Buy
+11,127
New +$416K ﹤0.01% 1517
2023
Q1 		– Sell
-36,215
Closed -$1.15M – 828
2022
Q4 		$1.15M Buy
36,215
+3,918
+12% +$132K 0.02% 707
2022
Q3 		$1.03M Sell
32,297
-5,078
-14% -$187K 0.02% 714
2022
Q2 		$1.3M Sell
37,375
-3,464
-8% -$117K 0.03% 644
2022
Q1 		$1.49M Sell
40,839
-8,825
-18% -$301K 0.03% 676
2021
Q4 		$1.79M Sell
49,664
-3,924
-7% -$139K 0.03% 612
2021
Q3 		$1.62M Sell
53,588
-1,949
-4% -$58K 0.03% 613
2021
Q2 		$1.47M Sell
55,537
-3,591
-6% -$98.5K 0.03% 625
2021
Q1 		$1.66M Buy
59,128
+5,956
+11% +$183K 0.04% 522
2020
Q4 		$1.7M Buy
+53,172
New +$1.6M 0.04% 471
2018
Q3 		– Sell
-19,570
Closed -$337K – 982
2018
Q2 		$337K Sell
19,570
-2,960
-13% -$51.8K 0.01% 700
2018
Q1 		$383K Sell
22,530
-1,173
-5% -$20.6K 0.02% 598
2017
Q4 		$448K Buy
23,703
+7,166
+43% +$136K 0.02% 509
2017
Q3 		$319K Buy
+16,537
New +$306K 0.02% 588

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 $3.38T AUM 44.17% 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

Atria Investments's CWEN Position: Q2 2026 in Review

Atria Investments reduced its Clearway Energy Class C (CWEN) stake by 7.2% in Q2 2026, selling an estimated $31K and leaving 10,326 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Atria Investments first reported a position in CWEN in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.79M in Q4 2021. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Atria Investments held 10,326 shares of Clearway Energy Class C worth $353K as of Q2 2026.
  • Atria Investments sold 801 Clearway Energy Class C shares in Q2 2026, an estimated $31K.
  • Clearway Energy Class C made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1742 holding.
  • Atria Investments first reported a position in Clearway Energy Class C in Q3 2017 and has held it in 15 quarters since.
  • Atria Investments's Clearway Energy Class C position peaked at $1.79M in Q4 2021.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.