CBIZ Investment Advisory Services’s Clearway Energy Class C CWEN Stock Holding History

CBIZ Investment Advisory Services’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	$2.24K	Hold	57	–	–	﹤0.01%	328
2026 Q1	$2.24K	Hold	57	–	–	﹤0.01%	328
2025 Q4	$1.9K	Hold	57	–	–	﹤0.01%	653
2025 Q3	$1.61K	Hold	57	–	–	﹤0.01%	586
2025 Q2	$1.82K	Hold	57	–	–	﹤0.01%	551
2025 Q1	$1.73K	Hold	57	–	–	﹤0.01%	493
2024 Q4	$1.48K	Hold	57	–	–	﹤0.01%	421
2024 Q3	$1.75K	Hold	57	–	–	﹤0.01%	351
2024 Q2	$1.41K	Hold	57	–	–	﹤0.01%	347
2024 Q1	$1.31K	Buy	+57	New	+$1.34K	﹤0.01%	320

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

CBIZ Investment Advisory Services's CWEN Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Clearway Energy Class C (CWEN) position steady in Q2 2026 at 57 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

CBIZ Investment Advisory Services first reported a position in CWEN in Q1 2024 and has held it in 10 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

CBIZ Investment Advisory Services held 57 shares of Clearway Energy Class C worth $2.24K as of Q2 2026.
CBIZ Investment Advisory Services left its Clearway Energy Class C share count unchanged in Q2 2026.
Clearway Energy Class C made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #328 holding.
CBIZ Investment Advisory Services first reported a position in Clearway Energy Class C in Q1 2024 and has held it in 10 quarters since.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.