Crossmark Global Holdings’s Clearway Energy Class C CWEN Stock Holding History

Crossmark Global Holdings’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	$209K	Buy	+6,103	New	+$236K	﹤0.01%	1219
2024 Q3	–	Sell	-13,200	Closed	-$326K	–	1297
2024 Q2	$326K	Buy	13,200 +377	+3%	+$9.53K	0.01%	1021
2024 Q1	$295K	Buy	12,823 +219	+2%	+$5.15K	0.01%	1101
2023 Q4	$346K	Buy	+12,604	New	+$294K	0.01%	1000
2023 Q2	–	Sell	-7,745	Closed	-$243K	–	1309
2023 Q1	$243K	Sell	7,745 -267	-3%	-$8.58K	0.01%	1145
2022 Q4	$255K	Sell	8,012 -1,958	-20%	-$66K	0.01%	1087
2022 Q3	$318K	Sell	9,970 -93	-0.9%	-$3.42K	0.01%	966
2022 Q2	$351K	Sell	10,063 -6,000	-37%	-$202K	0.01%	964
2022 Q1	$586K	Buy	16,063 +970	+6%	+$33K	0.01%	838
2021 Q4	$544K	Buy	+15,093	New	+$533K	0.01%	860

Other funds holding CWEN

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Crossmark Global Holdings's CWEN Position: Q2 2026 in Review

Crossmark Global Holdings opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 6,103 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings. This is a return to the name: Crossmark Global Holdings previously reported a position in CWEN as recently as Q2 2024.

Crossmark Global Holdings first reported a position in CWEN in Q4 2021 and has held it in 10 quarters since. The position peaked at $586K in Q1 2022. 52 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Crossmark Global Holdings held 6,103 shares of Clearway Energy Class C worth $209K as of Q2 2026.
Clearway Energy Class C was a new Crossmark Global Holdings position in Q2 2026.
Clearway Energy Class C made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1219 holding.
Crossmark Global Holdings first reported a position in Clearway Energy Class C in Q4 2021 and has held it in 10 quarters since.
Crossmark Global Holdings's Clearway Energy Class C position peaked at $586K in Q1 2022.
52 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.