DT
CWEN icon

Diversified Trust’s Clearway Energy Class C CWEN Stock Holding History

Diversified Trust’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
2025
Q3 		– Sell
-17,965
Closed -$575K – 1016
2025
Q2 		$575K Buy
17,965
+2,375
+15% +$70.9K 0.01% 559
2025
Q1 		$472K Buy
+15,590
New +$424K 0.01% 591

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversified Trust's CWEN Position: Q3 2025 in Review

Diversified Trust sold out of Clearway Energy Class C (CWEN) in Q3 2025, closing a stake of 17,965 shares — an estimated $575K sold.

Diversified Trust first reported a position in CWEN in Q1 2025 and held it in 2 quarters. The position peaked at $575K in Q2 2025. 374 funds tracked by Wall St. Rank hold CWEN as of Q3 2025.

  • Diversified Trust reported no remaining Clearway Energy Class C position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 17,965 Clearway Energy Class C shares in Q3 2025, an estimated $575K.
  • Diversified Trust first reported a position in Clearway Energy Class C in Q1 2025 and held it in 2 quarters.
  • Diversified Trust's Clearway Energy Class C position peaked at $575K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.