BIA
CWEN.A

Bell Investment Advisors’s Clearway Energy Class A CWEN.A Stock Holding History

Bell Investment Advisors’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
2025
Q2 		– Sell
-14
Closed -$399 – 1910
2025
Q1 		$399 Hold
14
– – ﹤0.01% 1820
2024
Q4 		$343 Hold
14
– – ﹤0.01% 1845
2024
Q3 		$399 Sell
14
-17
-55% -$435 ﹤0.01% 1822
2024
Q2 		$703 Hold
31
– – ﹤0.01% 1703
2024
Q1 		$667 Hold
31
– – ﹤0.01% 1723
2023
Q4 		$793 Hold
31
– – ﹤0.01% 1652
2023
Q3 		$618 Hold
31
– – ﹤0.01% 1706
2023
Q2 		$837 Hold
31
– – ﹤0.01% 1640
2023
Q1 		$931 Buy
31
+17
+121% +$518 ﹤0.01% 1603
2022
Q4 		$419 Hold
14
– – ﹤0.01% 1901
2022
Q3 		$0 Buy
+14
New +$475 ﹤0.01% 1768

Other funds holding CWEN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bell Investment Advisors's CWEN.A Position: Q2 2025 in Review

Bell Investment Advisors sold out of Clearway Energy Class A (CWEN.A) in Q2 2025, closing a stake of 14 shares — an estimated $399 sold.

Bell Investment Advisors first reported a position in CWEN.A in Q3 2022 and held it in 11 quarters. The position peaked at $931 in Q1 2023. 221 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2025.

  • Bell Investment Advisors reported no remaining Clearway Energy Class A position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 14 Clearway Energy Class A shares in Q2 2025, an estimated $399.
  • Bell Investment Advisors first reported a position in Clearway Energy Class A in Q3 2022 and held it in 11 quarters.
  • Bell Investment Advisors's Clearway Energy Class A position peaked at $931 in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.