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Crestwood Advisors Group’s Clearway Energy Class C CWEN Stock Holding History

Crestwood Advisors Group’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 		$1.11M Sell
32,532
-574
-2% -$22.2K 0.02% 301
2026
Q1 		$1.3M Buy
33,106
+29
+0.1% +$1.08K 0.02% 273
2025
Q4 		$1.1M Sell
33,077
-600
-2% -$20K 0.02% 270
2025
Q3 		$951K Sell
33,677
-230
-0.7% -$6.97K 0.02% 295
2025
Q2 		$1.09M Sell
33,907
-1,649
-5% -$49.3K 0.02% 273
2025
Q1 		$1.08M Buy
35,556
+1
+0% +$27 0.02% 261
2024
Q4 		$924K Sell
35,555
-28
-0.1% -$774 0.02% 249
2024
Q3 		$1.09M Buy
35,583
+129
+0.4% +$3.56K 0.02% 223
2024
Q2 		$875K Sell
35,454
-770
-2% -$19.5K 0.02% 231
2024
Q1 		$835K Sell
36,224
-4,050
-10% -$95.2K 0.02% 231
2023
Q4 		$1.1M Sell
40,274
-7,029
-15% -$164K 0.03% 206
2023
Q3 		$1M Buy
+47,303
New +$1.2M 0.03% 195

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

Crestwood Advisors Group's CWEN Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Clearway Energy Class C (CWEN) stake by 1.7% in Q2 2026, selling an estimated $22.2K and leaving 32,532 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #301.

Crestwood Advisors Group first reported a position in CWEN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Crestwood Advisors Group held 32,532 shares of Clearway Energy Class C worth $1.11M as of Q2 2026.
  • Crestwood Advisors Group sold 574 Clearway Energy Class C shares in Q2 2026, an estimated $22.2K.
  • Clearway Energy Class C made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #301 holding.
  • Crestwood Advisors Group first reported a position in Clearway Energy Class C in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Clearway Energy Class C position peaked at $1.3M in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.