Creative Planning
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Creative Planning’s Clearway Energy Class C CWEN Stock Holding History

Creative Planning’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 		$2.52M Buy
73,753
+12,563
+21% +$487K ﹤0.01% 1908
2026
Q1 		$2.4M Buy
61,190
+3,411
+6% +$127K ﹤0.01% 1756
2025
Q4 		$1.92M Buy
57,779
+27,514
+91% +$916K ﹤0.01% 1753
2025
Q3 		$855K Buy
30,265
+9,984
+49% +$302K ﹤0.01% 2262
2025
Q2 		$649K Buy
20,281
+1,582
+8% +$47.3K ﹤0.01% 2236
2025
Q1 		$566K Buy
18,699
+865
+5% +$23.5K ﹤0.01% 2175
2024
Q4 		$464K Buy
17,834
+1,384
+8% +$38.3K ﹤0.01% 2299
2024
Q3 		$505K Buy
16,450
+3,134
+24% +$86.6K ﹤0.01% 2104
2024
Q2 		$329K Buy
13,316
+2,691
+25% +$68K ﹤0.01% 2276
2024
Q1 		$245K Sell
10,625
-3,775
-26% -$88.7K ﹤0.01% 2416
2023
Q4 		$395K Sell
14,400
-1,726
-11% -$40.3K ﹤0.01% 1879
2023
Q3 		$341K Buy
+16,126
New +$410K ﹤0.01% 1825
2022
Q2 		– Sell
-1,850
Closed -$68K – 2336
2022
Q1 		$68K Buy
+1,850
New +$63K ﹤0.01% 2028
2017
Q3 		– Sell
-702
Closed -$12K – 2284
2017
Q2 		$12K Hold
702
– – ﹤0.01% 3504
2017
Q1 		$12K Hold
702
– – ﹤0.01% 3465
2016
Q4 		$11K Buy
+702
New +$11K ﹤0.01% 3475
2014
Q3 		– Sell
-200
Closed -$5K – 4017
2014
Q2 		$5K Buy
+200
New +$4.58K ﹤0.01% 3203
2014
Q1 		– Sell
-1,440
Closed -$29K – 3649
2013
Q4 		$29K Buy
1,440
+840
+140% +$15K ﹤0.01% 1968
2013
Q3 		$9K Buy
+600
New +$8.61K ﹤0.01% 2495

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

Creative Planning's CWEN Position: Q2 2026 in Review

Creative Planning increased its Clearway Energy Class C (CWEN) stake by 21% in Q2 2026, buying an estimated $487K and bringing the position to 73,753 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Creative Planning first reported a position in CWEN in Q3 2013 and has held it in 19 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Creative Planning held 73,753 shares of Clearway Energy Class C worth $2.52M as of Q2 2026.
  • Creative Planning bought 12,563 Clearway Energy Class C shares in Q2 2026, an estimated $487K.
  • Clearway Energy Class C made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1908 holding.
  • Creative Planning first reported a position in Clearway Energy Class C in Q3 2013 and has held it in 19 quarters since.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.