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
Q2 		$1.35M Sell
39,619
-27,344
-41% -$1.06M ﹤0.01% 1624
2026
Q1 		$2.63M Buy
66,963
+27,332
+69% +$1.02M ﹤0.01% 1119
2025
Q4 		$1.32M Buy
39,631
+24,201
+157% +$805K ﹤0.01% 1366
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 $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

Corient Private Wealth's CWEN Position: Q2 2026 in Review

Corient Private Wealth reduced its Clearway Energy Class C (CWEN) stake by 41% in Q2 2026, selling an estimated $1.06M and leaving 39,619 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Corient Private Wealth first reported a position in CWEN in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.63M in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Corient Private Wealth held 39,619 shares of Clearway Energy Class C worth $1.35M as of Q2 2026.
  • Corient Private Wealth sold 27,344 Clearway Energy Class C shares in Q2 2026, an estimated $1.06M.
  • Clearway Energy Class C made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1624 holding.
  • Corient Private Wealth first reported a position in Clearway Energy Class C in Q4 2022 and has held it in 11 quarters since.
  • Corient Private Wealth's Clearway Energy Class C position peaked at $2.63M in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.