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Ballentine Partners’s Clearway Energy Class C CWEN Stock Holding History

Ballentine Partners’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 		$591K Buy
17,285
+21
+0.1% +$814 0.01% 513
2026
Q1 		$678K Buy
17,264
+168
+1% +$6.28K 0.01% 440
2025
Q4 		$569K Buy
17,096
+333
+2% +$11.1K 0.01% 461
2025
Q3 		$474K Buy
16,763
+371
+2% +$11.2K 0.01% 525
2025
Q2 		$525K Sell
16,392
-443
-3% -$13.2K 0.01% 466
2025
Q1 		$510K Buy
16,835
+919
+6% +$25K 0.01% 442
2024
Q4 		$414K Buy
15,916
+787
+5% +$21.8K 0.01% 483
2024
Q3 		$464K Sell
15,129
-124
-0.8% -$3.43K 0.01% 434
2024
Q2 		$377K Buy
15,253
+1,189
+8% +$30.1K 0.01% 481
2024
Q1 		$324K Sell
14,064
-335
-2% -$7.88K 0.01% 513
2023
Q4 		$395K Buy
+14,399
New +$336K 0.01% 423
2023
Q3 		– Sell
-8,473
Closed -$242K – 611
2023
Q2 		$242K Buy
+8,473
New +$256K 0.01% 500

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 $3.37T AUM 44.26% 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

Ballentine Partners's CWEN Position: Q2 2026 in Review

Ballentine Partners increased its Clearway Energy Class C (CWEN) stake by 0.12% in Q2 2026, buying an estimated $814 and bringing the position to 17,285 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #513.

Ballentine Partners first reported a position in CWEN in Q2 2023 and has held it in 12 quarters since. The position peaked at $678K in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Ballentine Partners held 17,285 shares of Clearway Energy Class C worth $591K as of Q2 2026.
  • Ballentine Partners bought 21 Clearway Energy Class C shares in Q2 2026, an estimated $814.
  • Clearway Energy Class C made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #513 holding.
  • Ballentine Partners first reported a position in Clearway Energy Class C in Q2 2023 and has held it in 12 quarters since.
  • Ballentine Partners's Clearway Energy Class C position peaked at $678K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.