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EverSource Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

EverSource Wealth Advisors’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 		$56.8K Buy
1,661
+162
+11% +$6.28K ﹤0.01% 1698
2026
Q1 		$58.9K Buy
1,499
+769
+105% +$28.7K ﹤0.01% 1770
2025
Q4 		$24.3K Sell
730
-646
-47% -$21.5K ﹤0.01% 2260
2025
Q3 		$38.9K Buy
1,376
+615
+81% +$18.6K ﹤0.01% 1893
2025
Q2 		$24.4K Sell
761
-721
-49% -$21.5K ﹤0.01% 2146
2025
Q1 		$44.9K Buy
1,482
+1,119
+308% +$30.4K ﹤0.01% 1284
2024
Q4 		$9.44K Buy
363
+27
+8% +$747 ﹤0.01% 2028
2024
Q3 		$10.3K Sell
336
-1
-0.3% -$28 ﹤0.01% 1846
2024
Q2 		$8.98K Buy
337
+19
+6% +$480 ﹤0.01% 1911
2024
Q1 		$7.43K Sell
318
-357
-53% -$8.39K ﹤0.01% 1844
2023
Q4 		$18.5K Buy
675
+442
+190% +$10.3K ﹤0.01% 1268
2023
Q3 		$4.92K Sell
233
-584
-71% -$14.8K ﹤0.01% 1716
2023
Q2 		$23.4K Buy
817
+294
+56% +$8.89K ﹤0.01% 1093
2023
Q1 		$16.4K Buy
523
+418
+398% +$13.4K ﹤0.01% 1155
2022
Q4 		$3.35K Buy
105
+47
+81% +$1.58K ﹤0.01% 1741
2022
Q3 		$2K Buy
+58
New +$2.13K ﹤0.01% 1650

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's CWEN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Clearway Energy Class C (CWEN) stake by 11% in Q2 2026, buying an estimated $6.28K and bringing the position to 1,661 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

EverSource Wealth Advisors first reported a position in CWEN in Q3 2022 and has held it in 16 quarters since. The position peaked at $58.9K in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • EverSource Wealth Advisors held 1,661 shares of Clearway Energy Class C worth $56.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 162 Clearway Energy Class C shares in Q2 2026, an estimated $6.28K.
  • Clearway Energy Class C made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1698 holding.
  • EverSource Wealth Advisors first reported a position in Clearway Energy Class C in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Clearway Energy Class C position peaked at $58.9K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.