CAPTRUST Financial Advisors
CWEN.A

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

CAPTRUST Financial Advisors’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
-8,269
Closed -$324K – 3308
2026
Q1 		$324K Buy
8,269
+153
+2% +$5.45K ﹤0.01% 2335
2025
Q4 		$255K Sell
8,116
-119
-1% -$3.72K ﹤0.01% 2364
2025
Q3 		$222K Buy
8,235
+454
+6% +$13K ﹤0.01% 2354
2025
Q2 		$235K Sell
7,781
-49
-0.6% -$1.37K ﹤0.01% 2197
2025
Q1 		$223K Buy
+7,830
New +$201K ﹤0.01% 2111
2024
Q4 		– Sell
-7,153
Closed -$204K – 2318
2024
Q3 		$204K Buy
+7,153
New +$183K ﹤0.01% 2125
2024
Q1 		– Sell
-10,149
Closed -$260K – 2279
2023
Q4 		$260K Buy
+10,149
New +$223K ﹤0.01% 2208
2023
Q2 		– Sell
-7,022
Closed -$211K – 2541
2023
Q1 		$211K Sell
7,022
-321
-4% -$9.78K ﹤0.01% 2020
2022
Q4 		$220K Buy
7,343
+249
+4% +$7.78K ﹤0.01% 1888
2022
Q3 		$206K Buy
7,094
+194
+3% +$6.58K ﹤0.01% 1803
2022
Q2 		$221K Buy
6,900
+171
+3% +$5.33K ﹤0.01% 1632
2022
Q1 		$224K Buy
6,729
+78
+1% +$2.44K ﹤0.01% 1641
2021
Q4 		$223K Sell
6,651
-286
-4% -$9.4K ﹤0.01% 1564
2021
Q3 		$196K Buy
6,937
+26
+0.4% +$731 ﹤0.01% 1567
2021
Q2 		$174K Buy
6,911
+4,157
+151% +$107K ﹤0.01% 1614
2021
Q1 		$73K Buy
2,754
+294
+12% +$8.49K ﹤0.01% 2167
2020
Q4 		$73K Hold
2,460
– – ﹤0.01% 1663
2020
Q3 		$61K Hold
2,460
– – ﹤0.01% 1558
2020
Q2 		$51K Buy
+2,460
New +$48K ﹤0.01% 1621
2019
Q4 		– Sell
-2,460
Closed -$43K – 1179
2019
Q3 		$43K Hold
2,460
– – ﹤0.01% 1042
2019
Q2 		$40K Hold
2,460
– – ﹤0.01% 1053
2019
Q1 		$36K Hold
2,460
– – ﹤0.01% 995
2018
Q4 		$42K Hold
2,460
– – ﹤0.01% 829
2018
Q3 		$47K Buy
+2,460
New +$46.7K ﹤0.01% 781

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

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

CAPTRUST Financial Advisors sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 8,269 shares — an estimated $324K sold.

CAPTRUST Financial Advisors first reported a position in CWEN.A in Q3 2018 and held it in 24 quarters. The position peaked at $324K in Q1 2026. 3 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 8,269 Clearway Energy Class A shares in Q2 2026, an estimated $324K.
  • CAPTRUST Financial Advisors first reported a position in Clearway Energy Class A in Q3 2018 and held it in 24 quarters.
  • CAPTRUST Financial Advisors's Clearway Energy Class A position peaked at $324K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

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