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Elevation Wealth Partners’s Clearway Energy Class C CWEN Stock Holding History

Elevation Wealth Partners’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 		$8.72K Buy
298
+87
+41% +$2.8K ﹤0.01% 938
2026
Q2 		$7.21K Buy
211
+133
+171% +$5.15K ﹤0.01% 919
2026
Q1 		$3.06K Buy
+78
New +$2.91K ﹤0.01% 830

Other funds holding CWEN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
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
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

Elevation Wealth Partners's CWEN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Clearway Energy Class C (CWEN) stake by 41% in Q3 2026, buying an estimated $2.8K and bringing the position to 298 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Elevation Wealth Partners first reported a position in CWEN in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

  • Elevation Wealth Partners held 298 shares of Clearway Energy Class C worth $8.72K as of Q3 2026.
  • Elevation Wealth Partners bought 87 Clearway Energy Class C shares in Q3 2026, an estimated $2.8K.
  • Clearway Energy Class C made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #938 holding.
  • Elevation Wealth Partners first reported a position in Clearway Energy Class C in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.