Evergreen Capital Management’s Clearway Energy Class C CWEN Stock Holding History

Evergreen Capital 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	$326K	Sell	9,537 -2,251	-19%	-$87.2K	0.01%	1164
2026 Q1	$463K	Buy	11,788 +124	+1%	+$4.63K	0.01%	831
2025 Q4	$388K	Sell	11,664 -92	-0.8%	-$3.06K	0.01%	892
2025 Q3	$332K	Buy	11,756 +4,166	+55%	+$126K	0.01%	896
2025 Q2	$243K	Sell	7,590 -2,789	-27%	-$83.3K	0.01%	916
2025 Q1	$314K	Buy	+10,379	New	+$282K	0.01%	723
2024 Q3	–	Sell	-9,800	Closed	-$242K	–	1016
2024 Q2	$242K	Buy	+9,800	New	+$248K	0.01%	756
2024 Q1	–	Sell	-8,072	Closed	-$221K	–	887
2023 Q4	$221K	Sell	8,072 -5,032	-38%	-$117K	0.01%	732
2023 Q3	$277K	Buy	+13,104	New	+$333K	0.01%	588
2019 Q2	–	Sell	-194,757	Closed	-$2.94M	–	446
2019 Q1	$2.94M	Sell	194,757 -108,878	-36%	-$1.63M	0.3%	85
2018 Q4	$5.24M	Sell	303,635 -34,185	-10%	-$637K	0.55%	48
2018 Q3	$6.5M	Sell	337,820 -46,030	-12%	-$878K	0.58%	43
2018 Q2	$6.6M	Sell	383,850 -11,988	-3%	-$210K	0.62%	43
2018 Q1	$6.73M	Sell	395,838 -17,852	-4%	-$313K	0.65%	38
2017 Q4	$7.82M	Sell	413,690 -4,935	-1%	-$93.7K	0.79%	32
2017 Q3	$8.08M	Sell	418,625 -217,245	-34%	-$4.02M	0.94%	34
2017 Q2	$11.2M	Buy	635,870 +91,365	+17%	+$1.6M	1.8%	15
2017 Q1	$9.64M	Sell	544,505 -87,480	-14%	-$1.48M	2.01%	13
2016 Q4	$9.99M	Buy	631,985 +27,500	+5%	+$430K	1.93%	14
2016 Q3	$10.3M	Sell	604,485 -11,400	-2%	-$196K	2.02%	14
2016 Q2	$9.6M	Buy	+615,885	New	+$9.38M	2.09%	12

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's CWEN Position: Q2 2026 in Review

Evergreen Capital Management reduced its Clearway Energy Class C (CWEN) stake by 19% in Q2 2026, selling an estimated $87.2K and leaving 9,537 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1164.

Evergreen Capital Management first reported a position in CWEN in Q2 2016 and has held it in 21 quarters since. The position peaked at $11.2M in Q2 2017. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Evergreen Capital Management held 9,537 shares of Clearway Energy Class C worth $326K as of Q2 2026.
Evergreen Capital Management sold 2,251 Clearway Energy Class C shares in Q2 2026, an estimated $87.2K.
Clearway Energy Class C made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1164 holding.
Evergreen Capital Management first reported a position in Clearway Energy Class C in Q2 2016 and has held it in 21 quarters since.
Evergreen Capital Management's Clearway Energy Class C position peaked at $11.2M in Q2 2017.
482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.