Creative Planning’s Clearway Energy Class A CWEN.A Stock Holding History

Creative Planning’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,051	Closed	-$315K	–	4332
2026 Q1	$315K	Buy	8,051 +42	+0.5%	+$1.5K	﹤0.01%	3389
2025 Q4	$252K	Buy	8,009 +431	+6%	+$13.5K	﹤0.01%	3367
2025 Q3	$204K	Buy	+7,578	New	+$217K	﹤0.01%	3469

Other funds holding CWEN.A

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's CWEN.A Position: Q2 2026 in Review

Creative Planning sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 8,051 shares — an estimated $315K sold.

Creative Planning first reported a position in CWEN.A in Q3 2025 and held it in 3 quarters. The position peaked at $315K in Q1 2026. 3 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2026.

Creative Planning reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 8,051 Clearway Energy Class A shares in Q2 2026, an estimated $315K.
Creative Planning first reported a position in Clearway Energy Class A in Q3 2025 and held it in 3 quarters.
Creative Planning's Clearway Energy Class A position peaked at $315K in Q1 2026.
3 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

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