CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Clearway Energy Class C CWEN Stock Holding History

CAPTRUST Financial Advisors’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 		$468K Buy
13,684
+7,600
+125% +$294K ﹤0.01% 2232
2026
Q1 		$239K Buy
+6,084
New +$227K ﹤0.01% 2567
2024
Q1 		– Sell
-12,706
Closed -$349K – 2278
2023
Q4 		$349K Buy
+12,706
New +$297K ﹤0.01% 2009
2022
Q3 		– Sell
-4,909
Closed -$171K – 2521
2022
Q2 		$171K Buy
4,909
+922
+23% +$31.1K ﹤0.01% 1810
2022
Q1 		$146K Buy
3,987
+1,612
+68% +$54.9K ﹤0.01% 1962
2021
Q4 		$86K Buy
2,375
+128
+6% +$4.52K ﹤0.01% 2273
2021
Q3 		$68K Sell
2,247
-334
-13% -$9.94K ﹤0.01% 2365
2021
Q2 		$68K Sell
2,581
-1,381
-35% -$37.9K ﹤0.01% 2305
2021
Q1 		$111K Buy
3,962
+386
+11% +$11.9K ﹤0.01% 1881
2020
Q4 		$114K Buy
3,576
+456
+15% +$13.7K ﹤0.01% 1438
2020
Q3 		$85K Buy
3,120
+660
+27% +$16.3K ﹤0.01% 1406
2020
Q2 		$57K Buy
+2,460
New +$52K ﹤0.01% 1575
2019
Q4 		– Sell
-3,194
Closed -$58K – 1178
2019
Q3 		$58K Sell
3,194
-259
-8% -$4.59K ﹤0.01% 943
2019
Q2 		$58K Buy
3,453
+625
+22% +$9.87K ﹤0.01% 927
2019
Q1 		$43K Buy
2,828
+368
+15% +$5.53K ﹤0.01% 952
2018
Q4 		$42K Hold
2,460
– – ﹤0.01% 828
2018
Q3 		$47K Buy
+2,460
New +$46.9K ﹤0.01% 780
2018
Q1 		– Sell
-306
Closed -$6K – 1333
2017
Q4 		$6K Buy
+306
New +$5.81K ﹤0.01% 1096

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CAPTRUST Financial Advisors's CWEN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Clearway Energy Class C (CWEN) stake by 125% in Q2 2026, buying an estimated $294K and bringing the position to 13,684 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

CAPTRUST Financial Advisors first reported a position in CWEN in Q4 2017 and has held it in 18 quarters since. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • CAPTRUST Financial Advisors held 13,684 shares of Clearway Energy Class C worth $468K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 7,600 Clearway Energy Class C shares in Q2 2026, an estimated $294K.
  • Clearway Energy Class C made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2232 holding.
  • CAPTRUST Financial Advisors first reported a position in Clearway Energy Class C in Q4 2017 and has held it in 18 quarters since.
  • 482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.