Creative Planning
CWEN.A

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Creative Planning's CWEN.A Position: Q1 2026 in Review

Creative Planning increased its Clearway Energy Class A (CWEN.A) stake by 0.52% in Q1 2026, buying an estimated $1.5K and bringing the position to 8,051 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

Creative Planning first reported a position in CWEN.A in Q3 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2026.

  • Creative Planning held 8,051 shares of Clearway Energy Class A worth $315K as of Q1 2026.
  • Creative Planning bought 42 Clearway Energy Class A shares in Q1 2026, an estimated $1.5K.
  • Clearway Energy Class A made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3389 holding.
  • Creative Planning first reported a position in Clearway Energy Class A in Q3 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.