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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 $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's CWEN Position: Q2 2025 in Review

Congress Wealth Management increased its Clearway Energy Class C (CWEN) stake by 3.6% in Q2 2025, buying an estimated $15.7K and bringing the position to 15,185 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Congress Wealth Management first reported a position in CWEN in Q4 2022 and has held it in 11 quarters since. 377 funds tracked by Wall St. Rank hold CWEN as of Q2 2025.

  • Congress Wealth Management held 15,185 shares of Clearway Energy Class C worth $486K as of Q2 2025.
  • Congress Wealth Management bought 525 Clearway Energy Class C shares in Q2 2025, an estimated $15.7K.
  • Clearway Energy Class C made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #936 holding.
  • Congress Wealth Management first reported a position in Clearway Energy Class C in Q4 2022 and has held it in 11 quarters since.
  • 377 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.