CWM
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Congress Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Congress Wealth 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
2025
Q2 		$486K Buy
15,185
+525
+4% +$15.7K ﹤0.01% 936
2025
Q1 		$444K Sell
14,660
-203
-1% -$5.52K 0.01% 847
2024
Q4 		$386K Sell
14,863
-233
-2% -$6.44K 0.01% 703
2024
Q3 		$463K Sell
15,096
-32
-0.2% -$884 0.01% 646
2024
Q2 		$374K Sell
15,128
-432
-3% -$10.9K 0.01% 579
2024
Q1 		$359K Buy
15,560
+4,553
+41% +$107K 0.01% 483
2023
Q4 		$302K Sell
11,007
-2,827
-20% -$66K 0.01% 529
2023
Q3 		$293K Sell
13,834
-2,554
-16% -$64.9K 0.01% 528
2023
Q2 		$468K Buy
16,388
+2,508
+18% +$75.8K 0.01% 426
2023
Q1 		$435K Buy
13,880
+3,382
+32% +$109K 0.01% 436
2022
Q4 		$335K Buy
+10,498
New +$354K 0.01% 461

Other funds holding CWEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return