Concord Wealth Partners’s Clearway Energy Class C CWEN Stock Holding History

Concord Wealth 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	$659	Buy	+19	New	+$736	﹤0.01%	796
2026 Q1	–	Sell	-19	Closed	-$626	–	319
2025 Q4	$626	Hold	19	–	–	﹤0.01%	743
2025 Q3	$525	Buy	19 +1	+6%	+$30	﹤0.01%	767
2025 Q2	$585	Hold	18	–	–	﹤0.01%	781
2025 Q1	$546	Hold	18	–	–	﹤0.01%	753
2024 Q4	$462	Hold	18	–	–	﹤0.01%	865
2024 Q3	$537	Buy	18 +1	+6%	+$28	﹤0.01%	893
2024 Q2	$426	Hold	17	–	–	﹤0.01%	765
2024 Q1	$392	Hold	17	–	–	﹤0.01%	820
2023 Q4	$457	Sell	17 -18	-51%	-$420	﹤0.01%	781
2023 Q3	$749	Hold	35	–	–	﹤0.01%	958
2023 Q2	$1K	Buy	35 +19	+119%	+$574	﹤0.01%	948
2023 Q1	$500	Sell	16 -19	-54%	-$610	﹤0.01%	938
2022 Q4	$1.11K	Buy	+35	New	+$1.18K	﹤0.01%	1046
2022 Q3	–	Sell	-34	Closed	-$1K	–	362
2022 Q2	$1K	Buy	34 +19	+127%	+$640	﹤0.01%	1114
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	1184
2021 Q4	$1K	Buy	+15	New	+$530	﹤0.01%	1205

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

Concord Wealth Partners's CWEN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 19 shares worth $659. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CWEN as recently as Q4 2025.

Concord Wealth Partners first reported a position in CWEN in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.11K in Q4 2022. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Concord Wealth Partners held 19 shares of Clearway Energy Class C worth $659 as of Q2 2026.
Clearway Energy Class C was a new Concord Wealth Partners position in Q2 2026.
Clearway Energy Class C made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #796 holding.
Concord Wealth Partners first reported a position in Clearway Energy Class C in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Clearway Energy Class C position peaked at $1.11K in Q4 2022.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.