CAL
CWEN.A

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

Capital Advisors Ltd’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
-149
Closed -$6K – 1408
2026
Q1 		$6K Hold
149
– – ﹤0.01% 918
2025
Q4 		$5K Hold
149
– – ﹤0.01% 936
2025
Q3 		$4K Buy
149
+4
+3% +$114 ﹤0.01% 951
2025
Q2 		$4K Sell
145
-41
-22% -$1.15K ﹤0.01% 952
2025
Q1 		$5K Buy
186
+175
+1,591% +$4.49K ﹤0.01% 912
2024
Q4 		$0 Hold
11
– – ﹤0.01% 1415
2024
Q3 		$0 Hold
11
– – ﹤0.01% 1423
2024
Q2 		$0 Buy
+11
New +$257 ﹤0.01% 1430
2024
Q1 		– Sell
-337
Closed -$9K – 1388
2023
Q4 		$9K Hold
337
– – ﹤0.01% 703
2023
Q3 		$7K Hold
337
– – ﹤0.01% 732
2023
Q2 		$9K Buy
337
+310
+1,148% +$8.98K ﹤0.01% 711
2023
Q1 		$1K Sell
27
-731
-96% -$22.3K ﹤0.01% 1011
2022
Q4 		$0 Buy
+758
New +$23.7K ﹤0.01% 1295

Other funds holding CWEN.A

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

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

Capital Advisors Ltd sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 149 shares — an estimated $6K sold.

Capital Advisors Ltd first reported a position in CWEN.A in Q4 2022 and held it in 13 quarters. The position peaked at $9K in Q4 2023. 1 fund tracked by Wall St. Rank holds CWEN.A as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 149 Clearway Energy Class A shares in Q2 2026, an estimated $6K.
  • Capital Advisors Ltd first reported a position in Clearway Energy Class A in Q4 2022 and held it in 13 quarters.
  • Capital Advisors Ltd's Clearway Energy Class A position peaked at $9K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

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