DWM
CWEN icon

Diversify Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Diversify Wealth Management’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
2026
Q2 		$1.14M Buy
+35,621
New +$1.38M 0.02% 579

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversify Wealth Management's CWEN Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 35,621 shares worth $1.14M. The stake represents 0.02% of the portfolio and ranks #579 among its holdings.

481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Diversify Wealth Management held 35,621 shares of Clearway Energy Class C worth $1.14M as of Q2 2026.
  • Clearway Energy Class C was a new Diversify Wealth Management position in Q2 2026.
  • Clearway Energy Class C made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #579 holding.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.