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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Capital Management's CWEN Position: Q1 2026 in Review

Evergreen Capital Management increased its Clearway Energy Class C (CWEN) stake by 1.1% in Q1 2026, buying an estimated $4.63K and bringing the position to 11,788 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #831.

Evergreen Capital Management first reported a position in CWEN in Q2 2016 and has held it in 20 quarters since. The position peaked at $11.2M in Q2 2017. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

Evergreen Capital Management held 11,788 shares of Clearway Energy Class C worth $463K as of Q1 2026.
Evergreen Capital Management bought 124 Clearway Energy Class C shares in Q1 2026, an estimated $4.63K.
Clearway Energy Class C made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #831 holding.
Evergreen Capital Management first reported a position in Clearway Energy Class C in Q2 2016 and has held it in 20 quarters since.
Evergreen Capital Management's Clearway Energy Class C position peaked at $11.2M in Q2 2017.
408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.