CX Institutional’s Clearway Energy Class C CWEN Stock Holding History

CX Institutional’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 Q3	$105K	Buy	+3,604	New	+$116K	﹤0.01%	865

Other funds holding CWEN

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CX Institutional's CWEN Position: Q3 2026 in Review

CX Institutional opened a new position in Clearway Energy Class C (CWEN) in Q3 2026: 3,604 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #865 among its holdings.

11 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

CX Institutional held 3,604 shares of Clearway Energy Class C worth $105K as of Q3 2026.
Clearway Energy Class C was a new CX Institutional position in Q3 2026.
Clearway Energy Class C made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #865 holding.
11 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.