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Coldstream Capital Management’s Clearway Energy Class C CWEN Stock Holding History

Coldstream Capital Management’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 		– Sell
-5,960
Closed -$234K – 1239
2026
Q1 		$234K Sell
5,960
-568
-9% -$21.2K ﹤0.01% 1056
2025
Q4 		$217K Sell
6,528
-2,517
-28% -$83.8K ﹤0.01% 1054
2025
Q3 		$256K Buy
+9,045
New +$274K ﹤0.01% 1020
2025
Q2 		– Sell
-4,105
Closed -$124K – 1651
2025
Q1 		$124K Buy
+4,105
New +$112K ﹤0.01% 1236

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coldstream Capital Management's CWEN Position: Q2 2026 in Review

Coldstream Capital Management sold out of Clearway Energy Class C (CWEN) in Q2 2026, closing a stake of 5,960 shares — an estimated $234K sold.

Coldstream Capital Management first reported a position in CWEN in Q1 2025 and held it in 4 quarters. The position peaked at $256K in Q3 2025. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Coldstream Capital Management reported no remaining Clearway Energy Class C position as of Q2 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 5,960 Clearway Energy Class C shares in Q2 2026, an estimated $234K.
  • Coldstream Capital Management first reported a position in Clearway Energy Class C in Q1 2025 and held it in 4 quarters.
  • Coldstream Capital Management's Clearway Energy Class C position peaked at $256K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.