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Farther Finance Advisors’s Clearway Energy Class C CWEN Stock Holding History

Farther Finance 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
Q3 		$261K Buy
8,910
+412
+5% +$13.3K ﹤0.01% 2087
2026
Q2 		$291K Buy
8,498
+397
+5% +$15.4K ﹤0.01% 1973
2026
Q1 		$323K Buy
8,101
+417
+5% +$15.6K ﹤0.01% 1689
2025
Q4 		$256K Buy
7,684
+2,722
+55% +$90.6K ﹤0.01% 1754
2025
Q3 		$140K Buy
4,962
+519
+12% +$15.7K ﹤0.01% 1834
2025
Q2 		$142K Buy
4,443
+376
+9% +$11.2K ﹤0.01% 1570
2025
Q1 		$124K Buy
4,067
+2,198
+118% +$59.8K ﹤0.01% 1434
2024
Q4 		$48.6K Buy
1,869
+617
+49% +$17.1K ﹤0.01% 1676
2024
Q3 		$38.4K Sell
1,252
-4
-0.3% -$111 ﹤0.01% 1784
2024
Q2 		$30.5K Buy
1,256
+1,005
+400% +$25.4K ﹤0.01% 1611
2024
Q1 		$5.79K Sell
251
-125
-33% -$2.94K ﹤0.01% 2002
2023
Q4 		$10.3K Buy
376
+366
+3,660% +$8.54K ﹤0.01% 1590
2023
Q3 		$212 Buy
+10
New +$254 ﹤0.01% 2454

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 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

Farther Finance Advisors's CWEN Position: Q3 2026 in Review

Farther Finance Advisors increased its Clearway Energy Class C (CWEN) stake by 4.8% in Q3 2026, buying an estimated $13.3K and bringing the position to 8,910 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Farther Finance Advisors first reported a position in CWEN in Q3 2023 and has held it in 13 quarters since. The position peaked at $323K in Q1 2026. 11 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

  • Farther Finance Advisors held 8,910 shares of Clearway Energy Class C worth $261K as of Q3 2026.
  • Farther Finance Advisors bought 412 Clearway Energy Class C shares in Q3 2026, an estimated $13.3K.
  • Clearway Energy Class C made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2087 holding.
  • Farther Finance Advisors first reported a position in Clearway Energy Class C in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Clearway Energy Class C position peaked at $323K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.