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 Q2	–	Sell	-34,601	Closed	-$1.32M	–	1287
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

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diversify Advisory Services's CWEN.A Position: Q2 2026 in Review

Diversify Advisory Services sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 34,601 shares — an estimated $1.32M sold.

Diversify Advisory Services first reported a position in CWEN.A in Q2 2025 and held it in 4 quarters. The position peaked at $1.32M in Q1 2026. 3 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2026.

Diversify Advisory Services reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
Diversify Advisory Services sold 34,601 Clearway Energy Class A shares in Q2 2026, an estimated $1.32M.
Diversify Advisory Services first reported a position in Clearway Energy Class A in Q2 2025 and held it in 4 quarters.
Diversify Advisory Services's Clearway Energy Class A position peaked at $1.32M in Q1 2026.
3 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.