Corient Private Wealth
CWEN icon

Corient Private Wealth’s Clearway Energy Class C CWEN Stock Holding History

Corient Private Wealth’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
Q1 		$2.63M Sell
66,963
-12,202
-15% -$456K ﹤0.01% 1119
2025
Q4 		$2.63M Buy
79,165
+63,735
+413% +$2.12M ﹤0.01% 1379
2025
Q3 		$436K Buy
15,430
+3,741
+32% +$113K ﹤0.01% 1879
2025
Q2 		$374K Buy
11,689
+875
+8% +$26.1K ﹤0.01% 1869
2025
Q1 		$327K Buy
+10,814
New +$294K ﹤0.01% 1810
2024
Q1 		– Sell
-18,061
Closed -$495K – 2296
2023
Q4 		$495K Sell
18,061
-3,795
-17% -$88.6K ﹤0.01% 1611
2023
Q3 		$462K Buy
21,856
+5,307
+32% +$135K ﹤0.01% 1540
2023
Q2 		$473K Buy
16,549
+728
+5% +$22K ﹤0.01% 1480
2023
Q1 		$493K Buy
15,821
+2,960
+23% +$95.1K ﹤0.01% 1388
2022
Q4 		$409K Buy
+12,861
New +$433K ﹤0.01% 1215

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Corient Private Wealth's CWEN Position: Q1 2026 in Review

Corient Private Wealth reduced its Clearway Energy Class C (CWEN) stake by 15% in Q1 2026, selling an estimated $456K and leaving 66,963 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Corient Private Wealth first reported a position in CWEN in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.63M in Q4 2025. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

  • Corient Private Wealth held 66,963 shares of Clearway Energy Class C worth $2.63M as of Q1 2026.
  • Corient Private Wealth sold 12,202 Clearway Energy Class C shares in Q1 2026, an estimated $456K.
  • Clearway Energy Class C made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1119 holding.
  • Corient Private Wealth first reported a position in Clearway Energy Class C in Q4 2022 and has held it in 10 quarters since.
  • Corient Private Wealth's Clearway Energy Class C position peaked at $2.63M in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.