Capital Advisors Ltd’s Clearway Energy Class C CWEN Stock Holding History

Capital Advisors Ltd’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	$17K	Buy	496 +149	+43%	+$5.77K	﹤0.01%	725
2026 Q1	$14K	Hold	347	–	–	﹤0.01%	748
2025 Q4	$12K	Hold	347	–	–	﹤0.01%	759
2025 Q3	$10K	Hold	347	–	–	﹤0.01%	798
2025 Q2	$11K	Hold	347	–	–	﹤0.01%	763
2025 Q1	$11K	Hold	347	–	–	﹤0.01%	746
2024 Q4	$9K	Sell	347 -93	-21%	-$2.57K	﹤0.01%	803
2024 Q3	$13K	Hold	440	–	–	﹤0.01%	714
2024 Q2	$11K	Sell	440 -12	-3%	-$303	﹤0.01%	727
2024 Q1	$10K	Buy	452 +31	+7%	+$729	﹤0.01%	711
2023 Q4	$12K	Sell	421 -19	-4%	-$443	﹤0.01%	662
2023 Q3	$9K	Buy	440 +19	+5%	+$483	﹤0.01%	700
2023 Q2	$12K	Buy	421 +407	+2,907%	+$12.3K	﹤0.01%	655
2023 Q1	$0	Buy	+14	New	+$450	﹤0.01%	1262

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

Capital Advisors Ltd's CWEN Position: Q2 2026 in Review

Capital Advisors Ltd increased its Clearway Energy Class C (CWEN) stake by 43% in Q2 2026, buying an estimated $5.77K and bringing the position to 496 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Capital Advisors Ltd first reported a position in CWEN in Q1 2023 and has held it in 14 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Capital Advisors Ltd held 496 shares of Clearway Energy Class C worth $17K as of Q2 2026.
Capital Advisors Ltd bought 149 Clearway Energy Class C shares in Q2 2026, an estimated $5.77K.
Clearway Energy Class C made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #725 holding.
Capital Advisors Ltd first reported a position in Clearway Energy Class C in Q1 2023 and has held it in 14 quarters since.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.