BWM
CWEN.A

Bernard Wealth Management’s Clearway Energy Class A CWEN.A Stock Holding History

Bernard Wealth Management’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
2026
Q1 		$784 Hold
20
– – ﹤0.01% 316
2025
Q4 		$629 Hold
20
– – ﹤0.01% 317
2025
Q3 		$539 Hold
20
– – ﹤0.01% 309
2025
Q2 		$606 Sell
20
-20
-50% -$561 ﹤0.01% 289
2025
Q1 		$1.14K Hold
40
– – ﹤0.01% 345
2024
Q4 		$978 Buy
+40
New +$1.04K ﹤0.01% 284

Other funds holding CWEN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bernard Wealth Management's CWEN.A Position: Q1 2026 in Review

Bernard Wealth Management held its Clearway Energy Class A (CWEN.A) position steady in Q1 2026 at 20 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Bernard Wealth Management first reported a position in CWEN.A in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14K in Q1 2025. 264 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2026.

  • Bernard Wealth Management held 20 shares of Clearway Energy Class A worth $784 as of Q1 2026.
  • Bernard Wealth Management left its Clearway Energy Class A share count unchanged in Q1 2026.
  • Clearway Energy Class A made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #316 holding.
  • Bernard Wealth Management first reported a position in Clearway Energy Class A in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Clearway Energy Class A position peaked at $1.14K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.