DT
CWEN.A

Diversified Trust’s Clearway Energy Class A CWEN.A Stock Holding History

Diversified Trust’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
2025
Q3 		– Sell
-11,451
Closed -$347K – 1017
2025
Q2 		$347K Buy
11,451
+3,647
+47% +$102K 0.01% 713
2025
Q1 		$222K Buy
+7,804
New +$200K 0.01% 824

Other funds holding CWEN.A

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified Trust's CWEN.A Position: Q3 2025 in Review

Diversified Trust sold out of Clearway Energy Class A (CWEN.A) in Q3 2025, closing a stake of 11,451 shares — an estimated $347K sold.

Diversified Trust first reported a position in CWEN.A in Q1 2025 and held it in 2 quarters. The position peaked at $347K in Q2 2025. 235 funds tracked by Wall St. Rank hold CWEN.A as of Q3 2025.

  • Diversified Trust reported no remaining Clearway Energy Class A position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 11,451 Clearway Energy Class A shares in Q3 2025, an estimated $347K.
  • Diversified Trust first reported a position in Clearway Energy Class A in Q1 2025 and held it in 2 quarters.
  • Diversified Trust's Clearway Energy Class A position peaked at $347K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q3 2025.

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