Clearstead Advisors’s Clearway Energy Class A CWEN.A Stock Holding History

Clearstead Advisors’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 Q2	–	Sell	-610	Closed	-$23.9K	–	3677
2026 Q1	$23.9K	Sell	610 -48	-7%	-$1.71K	﹤0.01%	1415
2025 Q4	$20.7K	Sell	658 -1	-0.2%	-$31	﹤0.01%	1696
2025 Q3	$17.8K	Buy	659 +46	+8%	+$1.32K	﹤0.01%	1700
2025 Q2	$18.6K	Buy	613 +2	+0.3%	+$56	﹤0.01%	1653
2025 Q1	$17.4K	Buy	611 +1	+0.2%	+$26	﹤0.01%	1462
2024 Q4	$14.9K	Hold	610	–	–	﹤0.01%	1473
2024 Q3	$17.4K	Hold	610	–	–	﹤0.01%	1460
2024 Q2	$13.8K	Hold	610	–	–	﹤0.01%	1471
2024 Q1	$15.2K	Hold	610	–	–	﹤0.01%	990
2023 Q4	$15.6K	Buy	610 +10	+2%	+$220	﹤0.01%	983
2023 Q3	$12K	Buy	+600	New	+$14.4K	﹤0.01%	966

Other funds holding CWEN.A

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Clearstead Advisors's CWEN.A Position: Q2 2026 in Review

Clearstead Advisors sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 610 shares — an estimated $23.9K sold.

Clearstead Advisors first reported a position in CWEN.A in Q3 2023 and held it in 11 quarters. The position peaked at $23.9K in Q1 2026. 3 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2026.

Clearstead Advisors reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 610 Clearway Energy Class A shares in Q2 2026, an estimated $23.9K.
Clearstead Advisors first reported a position in Clearway Energy Class A in Q3 2023 and held it in 11 quarters.
Clearstead Advisors's Clearway Energy Class A position peaked at $23.9K in Q1 2026.
3 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.