Cerity Partners’s Clearway Energy Class C CWEN Stock Holding History

Cerity Partners’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	$2.92M	Buy	85,399 +11,700	+16%	+$453K	﹤0.01%	1372
2026 Q1	$2.9M	Sell	73,699 -872	-1%	-$32.6K	﹤0.01%	1271
2025 Q4	$2.48M	Buy	74,571 +3,860	+5%	+$128K	﹤0.01%	1280
2025 Q3	$2M	Buy	70,711 +2,222	+3%	+$67.3K	﹤0.01%	1294
2025 Q2	$2.19M	Buy	68,489 +1,180	+2%	+$35.2K	﹤0.01%	1176
2025 Q1	$2.04M	Buy	67,309 +55,863	+488%	+$1.52M	﹤0.01%	1122
2024 Q4	$350K	Sell	11,446 -6,656	-37%	-$184K	﹤0.01%	1960
2024 Q3	$555K	Buy	18,102 +5,764	+47%	+$159K	﹤0.01%	1718
2024 Q2	$305K	Sell	12,338 -426	-3%	-$10.8K	﹤0.01%	1811
2024 Q1	$294K	Buy	+12,764	New	+$300K	﹤0.01%	1877

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

Cerity Partners's CWEN Position: Q2 2026 in Review

Cerity Partners increased its Clearway Energy Class C (CWEN) stake by 16% in Q2 2026, buying an estimated $453K and bringing the position to 85,399 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Cerity Partners first reported a position in CWEN in Q1 2024 and has held it in 10 quarters since. 456 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Cerity Partners held 85,399 shares of Clearway Energy Class C worth $2.92M as of Q2 2026.
Cerity Partners bought 11,700 Clearway Energy Class C shares in Q2 2026, an estimated $453K.
Clearway Energy Class C made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1372 holding.
Cerity Partners first reported a position in Clearway Energy Class C in Q1 2024 and has held it in 10 quarters since.
456 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.