DWM
CWEN.A

Dakota Wealth Management’s Clearway Energy Class A CWEN.A Stock Holding History

Dakota Wealth Management’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 		$775K Sell
19,795
-4,405
-18% -$157K 0.02% 449
2025
Q4 		$760K Sell
24,200
-2,155
-8% -$67.4K 0.01% 463
2025
Q3 		$710K Buy
26,355
+2,390
+10% +$68.4K 0.01% 416
2025
Q2 		$725K Hold
23,965
– – 0.02% 445
2025
Q1 		$682K Sell
23,965
-1,080
-4% -$27.7K 0.02% 453
2024
Q4 		$612K Buy
25,045
+2,255
+10% +$58.4K 0.01% 468
2024
Q3 		$649K Sell
22,790
-655
-3% -$16.8K 0.01% 458
2024
Q2 		$531K Hold
23,445
– – 0.01% 499
2024
Q1 		$504K Buy
+23,445
New +$513K 0.01% 502

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

Dakota Wealth Management's CWEN.A Position: Q1 2026 in Review

Dakota Wealth Management reduced its Clearway Energy Class A (CWEN.A) stake by 18% in Q1 2026, selling an estimated $157K and leaving 19,795 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #449.

Dakota Wealth Management first reported a position in CWEN.A in Q1 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2026.

  • Dakota Wealth Management held 19,795 shares of Clearway Energy Class A worth $775K as of Q1 2026.
  • Dakota Wealth Management sold 4,405 Clearway Energy Class A shares in Q1 2026, an estimated $157K.
  • Clearway Energy Class A made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #449 holding.
  • Dakota Wealth Management first reported a position in Clearway Energy Class A in Q1 2024 and has held it in 9 quarters since.
  • 264 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.