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 Q2	–	Sell	-20	Closed	-$784	–	335
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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bernard Wealth Management's CWEN.A Position: Q2 2026 in Review

Bernard Wealth Management sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 20 shares — an estimated $784 sold.

Bernard Wealth Management first reported a position in CWEN.A in Q4 2024 and held it in 6 quarters. The position peaked at $1.14K in Q1 2025. 3 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2026.

Bernard Wealth Management reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
Bernard Wealth Management sold 20 Clearway Energy Class A shares in Q2 2026, an estimated $784.
Bernard Wealth Management first reported a position in Clearway Energy Class A in Q4 2024 and held it in 6 quarters.
Bernard Wealth Management's Clearway Energy Class A position peaked at $1.14K in Q1 2025.
3 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.