EFS
CWEN.A

Essex Financial Services’s Clearway Energy Class A CWEN.A Stock Holding History

Essex Financial 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 		$1.01M Sell
25,792
-2,240
-8% -$79.8K 0.06% 287
2025
Q4 		$881K Sell
28,032
-1,066
-4% -$33.4K 0.05% 311
2025
Q3 		$784K Sell
29,098
-3,021
-9% -$86.4K 0.05% 325
2025
Q2 		$972K Sell
32,119
-562
-2% -$15.8K 0.06% 259
2025
Q1 		$930K Sell
32,681
-865
-3% -$22.2K 0.07% 246
2024
Q4 		$820K Sell
33,546
-1,513
-4% -$39.2K 0.06% 272
2024
Q3 		$879K Buy
35,059
+109
+0.3% +$2.79K 0.06% 269
2024
Q2 		$925K Buy
34,950
+8,390
+32% +$196K 0.07% 251
2024
Q1 		$571K Buy
26,560
+6,400
+32% +$140K 0.05% 301
2023
Q4 		$516K Buy
20,160
+5,434
+37% +$119K 0.05% 300
2023
Q3 		$293K Buy
14,726
+1,740
+13% +$41.7K 0.03% 376
2023
Q2 		$351K Sell
12,986
-75
-0.6% -$2.17K 0.04% 337
2023
Q1 		$392K Buy
13,061
+290
+2% +$8.83K 0.04% 332
2022
Q4 		$382K Buy
12,771
+2,884
+29% +$90.1K 0.04% 326
2022
Q3 		$288K Buy
9,887
+1,350
+16% +$45.8K 0.03% 347
2022
Q2 		$273K Buy
8,537
+1,505
+21% +$46.9K 0.03% 380
2022
Q1 		$234K Buy
7,032
+820
+13% +$25.6K 0.02% 430
2021
Q4 		$208K Buy
+6,212
New +$204K 0.02% 469

Other funds holding CWEN.A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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 $3.37T AUM 44.26% 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

Essex Financial Services's CWEN.A Position: Q1 2026 in Review

Essex Financial Services reduced its Clearway Energy Class A (CWEN.A) stake by 8% in Q1 2026, selling an estimated $79.8K and leaving 25,792 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #287.

Essex Financial Services first reported a position in CWEN.A in Q4 2021 and has held it in 18 quarters since. 264 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2026.

  • Essex Financial Services held 25,792 shares of Clearway Energy Class A worth $1.01M as of Q1 2026.
  • Essex Financial Services sold 2,240 Clearway Energy Class A shares in Q1 2026, an estimated $79.8K.
  • Clearway Energy Class A made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #287 holding.
  • Essex Financial Services first reported a position in Clearway Energy Class A in Q4 2021 and has held it in 18 quarters since.
  • 264 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.