DAS
CWEN.A

Diversify Advisory Services’s Clearway Energy Class A CWEN.A Stock Holding History

Diversify Advisory Services’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 		$1.32M Buy
34,601
+107
+0.3% +$3.81K 0.2% 50
2025
Q4 		$1.17M Sell
34,494
-446
-1% -$14K 0.04% 356
2025
Q3 		$1.07M Buy
34,940
+6,218
+22% +$178K 0.04% 353
2025
Q2 		$789K Buy
+28,722
New +$806K 0.03% 387

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

Diversify Advisory Services's CWEN.A Position: Q1 2026 in Review

Diversify Advisory Services increased its Clearway Energy Class A (CWEN.A) stake by 0.31% in Q1 2026, buying an estimated $3.81K and bringing the position to 34,601 shares worth $1.32M. The position accounts for 0.2% of the portfolio, ranked #50.

Diversify Advisory Services first reported a position in CWEN.A in Q2 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2026.

  • Diversify Advisory Services held 34,601 shares of Clearway Energy Class A worth $1.32M as of Q1 2026.
  • Diversify Advisory Services bought 107 Clearway Energy Class A shares in Q1 2026, an estimated $3.81K.
  • Clearway Energy Class A made up 0.2% of Diversify Advisory Services's portfolio in Q1 2026, its #50 holding.
  • Diversify Advisory Services first reported a position in Clearway Energy Class A in Q2 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.