Carson Wealth (CWM LLC)
CWEN.A

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

Carson Wealth (CWM LLC)’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
Q1 		$186K Buy
4,741
+178
+4% +$6.34K ﹤0.01% 2795
2025
Q4 		$143K Sell
4,563
-12
-0.3% -$375 ﹤0.01% 2813
2025
Q3 		$123K Buy
4,575
+52
+1% +$1.49K ﹤0.01% 2810
2025
Q2 		$137K Buy
4,523
+434
+11% +$12.2K ﹤0.01% 2457
2025
Q1 		$116K Sell
4,089
-139
-3% -$3.56K ﹤0.01% 2299
2024
Q4 		$103K Buy
4,228
+383
+10% +$9.92K ﹤0.01% 2266
2024
Q3 		$109K Buy
3,845
+59
+2% +$1.51K ﹤0.01% 2147
2024
Q2 		$86K Buy
3,786
+1,297
+52% +$30.3K ﹤0.01% 2069
2024
Q1 		$54K Buy
2,489
+222
+10% +$4.86K ﹤0.01% 2239
2023
Q4 		$58K Buy
2,267
+1,031
+83% +$22.6K ﹤0.01% 2076
2023
Q3 		$25K Buy
1,236
+745
+152% +$17.9K ﹤0.01% 2519
2023
Q2 		$13K Buy
491
+119
+32% +$3.45K ﹤0.01% 2911
2023
Q1 		$11K Hold
372
– – ﹤0.01% 2884
2022
Q4 		$11K Sell
372
-34
-8% -$1.06K ﹤0.01% 2742
2022
Q3 		$12K Hold
406
– – ﹤0.01% 2554
2022
Q2 		$13K Sell
406
-24
-6% -$747 ﹤0.01% 2411
2022
Q1 		$14K Buy
430
+24
+6% +$750 ﹤0.01% 2289
2021
Q4 		$14K Buy
+406
New +$13.3K ﹤0.01% 2165
2021
Q2 		$10K Hold
400
– – ﹤0.01% 2095
2021
Q1 		$10K Hold
400
– – ﹤0.01% 2095
2020
Q4 		$10K Hold
400
– – ﹤0.01% 2095
2020
Q3 		$10K Hold
400
– – ﹤0.01% 2095
2020
Q2 		$10K Hold
400
– – ﹤0.01% 2095
2020
Q1 		$10K Hold
400
– – ﹤0.01% 2095
2019
Q4 		$10K Hold
400
– – ﹤0.01% 2095
2019
Q3 		$10K Hold
400
– – ﹤0.01% 2095
2019
Q2 		$10K Hold
400
– – ﹤0.01% 2095
2019
Q1 		$10K Buy
+400
New +$5.85K ﹤0.01% 2095
2017
Q1 		– Sell
-225
Closed -$3K – 1202
2016
Q4 		$3K Buy
+225
New +$3.39K ﹤0.01% 918

Other funds holding CWEN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Clearway Energy Class A (CWEN.A) stake by 3.9% in Q1 2026, buying an estimated $6.34K and bringing the position to 4,741 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Carson Wealth (CWM LLC) first reported a position in CWEN.A in Q4 2016 and has held it in 29 quarters since. 264 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,741 shares of Clearway Energy Class A worth $186K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 178 Clearway Energy Class A shares in Q1 2026, an estimated $6.34K.
  • Clearway Energy Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2795 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clearway Energy Class A in Q4 2016 and has held it in 29 quarters since.
  • 264 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2026.

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