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Douglas Lane & Associates’s Clearway Energy Class C CWEN Stock Holding History

Douglas Lane & Associates’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
Q3 		$389K Hold
13,300
– – 0.01% 205
2026
Q2 		$455K Buy
13,300
+800
+6% +$31K 0.01% 202
2026
Q1 		$491K Hold
12,500
– – 0.01% 186
2025
Q4 		$416K Hold
12,500
– – 0.01% 189
2025
Q3 		$353K Hold
12,500
– – ﹤0.01% 199
2025
Q2 		$400K Hold
12,500
– – 0.01% 192
2025
Q1 		$378K Buy
+12,500
New +$340K 0.01% 198

Other funds holding CWEN

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Douglas Lane & Associates's CWEN Position: Q3 2026 in Review

Douglas Lane & Associates held its Clearway Energy Class C (CWEN) position steady in Q3 2026 at 13,300 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #205.

Douglas Lane & Associates first reported a position in CWEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $491K in Q1 2026. 11 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

  • Douglas Lane & Associates held 13,300 shares of Clearway Energy Class C worth $389K as of Q3 2026.
  • Douglas Lane & Associates left its Clearway Energy Class C share count unchanged in Q3 2026.
  • Clearway Energy Class C made up 0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #205 holding.
  • Douglas Lane & Associates first reported a position in Clearway Energy Class C in Q1 2025 and has held it in 7 quarters since.
  • Douglas Lane & Associates's Clearway Energy Class C position peaked at $491K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.