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Clearstead Advisors’s Clearway Energy Class C CWEN Stock Holding History

Clearstead Advisors’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 		– Sell
-46
Closed -$1.53K – 2396
2025
Q4 		$1.53K Buy
46
+17
+59% +$566 ﹤0.01% 2177
2025
Q3 		$820 Buy
+29
New +$878 ﹤0.01% 2653

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors's CWEN Position: Q1 2026 in Review

Clearstead Advisors sold out of Clearway Energy Class C (CWEN) in Q1 2026, closing a stake of 46 shares — an estimated $1.53K sold.

Clearstead Advisors first reported a position in CWEN in Q3 2025 and held it in 2 quarters. The position peaked at $1.53K in Q4 2025. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

  • Clearstead Advisors reported no remaining Clearway Energy Class C position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 46 Clearway Energy Class C shares in Q1 2026, an estimated $1.53K.
  • Clearstead Advisors first reported a position in Clearway Energy Class C in Q3 2025 and held it in 2 quarters.
  • Clearstead Advisors's Clearway Energy Class C position peaked at $1.53K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.