Avion Wealth’s Clearway Energy Class C CWEN Stock Holding History

Avion Wealth’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	$0	Hold	15	–	–	﹤0.01%	1490
2026 Q1	$0	Hold	15	–	–	﹤0.01%	1315
2025 Q4	$0	Buy	+15	New	+$499	﹤0.01%	1306
2023 Q4	–	Sell	-20	Closed	–	–	1118
2023 Q3	$0	Buy	+20	New	+$508	﹤0.01%	867

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avion Wealth's CWEN Position: Q2 2026 in Review

Avion Wealth held its Clearway Energy Class C (CWEN) position steady in Q2 2026 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Avion Wealth first reported a position in CWEN in Q3 2023 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Avion Wealth held 15 shares of Clearway Energy Class C worth $0 as of Q2 2026.
Avion Wealth left its Clearway Energy Class C share count unchanged in Q2 2026.
Clearway Energy Class C made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1490 holding.
Avion Wealth first reported a position in Clearway Energy Class C in Q3 2023 and has held it in 4 quarters since.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.