Carson Wealth (CWM LLC)
CWEN icon

Carson Wealth (CWM LLC)’s Clearway Energy Class C CWEN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$127K Buy
3,232
+573
+22% +$21.4K ﹤0.01% 3072
2025
Q4 		$88K Buy
2,659
+454
+21% +$15.1K ﹤0.01% 3161
2025
Q3 		$62K Sell
2,205
-134
-6% -$4.06K ﹤0.01% 3345
2025
Q2 		$75K Sell
2,339
-274
-10% -$8.19K ﹤0.01% 2949
2025
Q1 		$79K Buy
2,613
+276
+12% +$7.5K ﹤0.01% 2611
2024
Q4 		$61K Sell
2,337
-103
-4% -$2.85K ﹤0.01% 2640
2024
Q3 		$75K Buy
2,440
+162
+7% +$4.48K ﹤0.01% 2375
2024
Q2 		$56K Buy
2,278
+434
+24% +$11K ﹤0.01% 2393
2024
Q1 		$43K Buy
1,844
+529
+40% +$12.4K ﹤0.01% 2391
2023
Q4 		$36K Buy
1,315
+84
+7% +$1.96K ﹤0.01% 2367
2023
Q3 		$26K Buy
1,231
+1,196
+3,417% +$30.4K ﹤0.01% 2496
2023
Q2 		$1K Sell
35
-839
-96% -$25.4K ﹤0.01% 3939
2023
Q1 		$27K Sell
874
-67
-7% -$2.15K ﹤0.01% 2284
2022
Q4 		$30K Sell
941
-167
-15% -$5.63K ﹤0.01% 2074
2022
Q3 		$35K Buy
1,108
+137
+14% +$5.04K ﹤0.01% 1849
2022
Q2 		$34K Buy
971
+67
+7% +$2.26K ﹤0.01% 1810
2022
Q1 		$33K Hold
904
– – ﹤0.01% 1800
2021
Q4 		$33K Buy
+904
New +$31.9K ﹤0.01% 1747
2021
Q2 		$24K Hold
904
– – ﹤0.01% 1702
2021
Q1 		$24K Hold
904
– – ﹤0.01% 1702
2020
Q4 		$24K Hold
904
– – ﹤0.01% 1702
2020
Q3 		$24K Hold
904
– – ﹤0.01% 1702
2020
Q2 		$24K Hold
904
– – ﹤0.01% 1702
2020
Q1 		$24K Hold
904
– – ﹤0.01% 1702
2019
Q4 		$24K Hold
904
– – ﹤0.01% 1702
2019
Q3 		$24K Hold
904
– – ﹤0.01% 1702
2019
Q2 		$24K Hold
904
– – ﹤0.01% 1702
2019
Q1 		$24K Buy
+904
New +$13.6K ﹤0.01% 1702
2018
Q4 		– Sell
-68
Closed -$1K – 2114
2018
Q3 		$1K Buy
+68
New +$1.3K ﹤0.01% 1641

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

Carson Wealth (CWM LLC)'s CWEN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Clearway Energy Class C (CWEN) stake by 22% in Q1 2026, buying an estimated $21.4K and bringing the position to 3,232 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Carson Wealth (CWM LLC) first reported a position in CWEN in Q3 2018 and has held it in 29 quarters since. 410 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,232 shares of Clearway Energy Class C worth $127K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 573 Clearway Energy Class C shares in Q1 2026, an estimated $21.4K.
  • Clearway Energy Class C made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3072 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clearway Energy Class C in Q3 2018 and has held it in 29 quarters since.
  • 410 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.