AT
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Avalon Trust’s Clearway Energy Class C CWEN Stock Holding History

Avalon Trust’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 		$58.9K Hold
1,500
– – ﹤0.01% 267
2025
Q4 		$49.9K Hold
1,500
– – ﹤0.01% 281
2025
Q3 		$42.4K Hold
1,500
– – ﹤0.01% 336
2025
Q2 		$48K Hold
1,500
– – ﹤0.01% 263
2025
Q1 		$45.4K Hold
1,500
– – ﹤0.01% 263
2024
Q4 		$39K Sell
1,500
-215
-13% -$5.95K ﹤0.01% 243
2024
Q3 		$52.6K Hold
1,715
– – ﹤0.01% 210
2024
Q2 		$42.3K Hold
1,715
– – ﹤0.01% 223
2024
Q1 		$39.5K Hold
1,715
– – ﹤0.01% 236
2023
Q4 		$47K Buy
+1,715
New +$40K ﹤0.01% 217

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VPM
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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