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Freestone Capital Holdings’s Clearway Energy Class C CWEN Stock Holding History

Freestone Capital Holdings’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 		$269K Buy
+7,862
New +$305K 0.01% 507
2021
Q1 		– Sell
-3,000
Closed -$95.8K – 549
2020
Q4 		$95.8K Hold
3,000
– – 0.01% 441
2020
Q3 		$80.9K Buy
+3,000
New +$74.1K 0.01% 420

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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

Freestone Capital Holdings's CWEN Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 7,862 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in CWEN as recently as Q4 2020.

Freestone Capital Holdings first reported a position in CWEN in Q3 2020 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Freestone Capital Holdings held 7,862 shares of Clearway Energy Class C worth $269K as of Q2 2026.
  • Clearway Energy Class C was a new Freestone Capital Holdings position in Q2 2026.
  • Clearway Energy Class C made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #507 holding.
  • Freestone Capital Holdings first reported a position in Clearway Energy Class C in Q3 2020 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.