Cary Street Partners Investment Advisory’s Clearway Energy Class C CWEN Stock Holding History

Cary Street Partners Investment Advisory’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	$503K	Buy	14,712 +378	+3%	+$14.6K	0.1%	202
2026 Q1	$563K	Buy	14,334 +8,702	+155%	+$325K	0.14%	157
2025 Q4	$187K	Hold	5,632	–	–	0.05%	340
2025 Q3	$159K	Hold	5,632	–	–	0.07%	303
2025 Q2	$180K	Sell	5,632 -17	-0.3%	-$508	0.09%	263
2025 Q1	$171K	Buy	5,649 +149	+3%	+$4.05K	0.1%	237
2024 Q4	$143K	Sell	5,500 -17,009	-76%	-$470K	0.09%	231
2024 Q3	$691K	Sell	22,509 -2,550	-10%	-$70.5K	0.03%	431
2024 Q2	$619K	Sell	25,059 -34,941	-58%	-$884K	0.03%	425
2024 Q1	$1.38M	Sell	60,000 -17,905	-23%	-$421K	0.06%	297
2023 Q4	$2.14M	Sell	77,905 -8,468	-10%	-$198K	0.1%	218
2023 Q3	$1.83M	Sell	86,373 -8,657	-9%	-$220K	0.1%	223
2023 Q2	$2.71M	Sell	95,030 -150	-0.2%	-$4.53K	0.17%	148
2023 Q1	$2.98M	Buy	95,180 +1,090	+1%	+$35K	0.21%	128
2022 Q4	$3M	Buy	94,090 +5,950	+7%	+$201K	0.22%	118
2022 Q3	$2.81M	Buy	88,140 +12,900	+17%	+$475K	0.23%	113
2022 Q2	$2.62M	Buy	+75,240	New	+$2.53M	0.22%	114

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cary Street Partners Investment Advisory's CWEN Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Clearway Energy Class C (CWEN) stake by 2.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 14,712 shares worth $503K. The position accounts for 0.1% of the portfolio, ranked #202.

Cary Street Partners Investment Advisory first reported a position in CWEN in Q2 2022 and has held it in 17 quarters since. The position peaked at $3M in Q4 2022. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Cary Street Partners Investment Advisory held 14,712 shares of Clearway Energy Class C worth $503K as of Q2 2026.
Cary Street Partners Investment Advisory bought 378 Clearway Energy Class C shares in Q2 2026, an estimated $14.6K.
Clearway Energy Class C made up 0.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #202 holding.
Cary Street Partners Investment Advisory first reported a position in Clearway Energy Class C in Q2 2022 and has held it in 17 quarters since.
Cary Street Partners Investment Advisory's Clearway Energy Class C position peaked at $3M in Q4 2022.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.