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BFC Planning, Inc.’s Clearway Energy Class C CWEN Stock Holding History

BFC Planning, Inc.’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 		$4.79K Hold
140
– – ﹤0.01% 2693
2026
Q1 		$5.48K Hold
140
– – ﹤0.01% 2275
2025
Q4 		$4.66K Hold
140
– – ﹤0.01% 2381
2025
Q3 		$3.96K Hold
140
– – ﹤0.01% 2270
2025
Q2 		$4.48K Hold
140
– – ﹤0.01% 2094
2025
Q1 		$4.24K Buy
140
+48
+52% +$1.3K ﹤0.01% 2077
2024
Q4 		$2.39K Buy
+92
New +$2.54K ﹤0.01% 2239

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 40.06% 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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s CWEN Position: Q2 2026 in Review

BFC Planning, Inc. held its Clearway Energy Class C (CWEN) position steady in Q2 2026 at 140 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2693.

BFC Planning, Inc. first reported a position in CWEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.48K in Q1 2026. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • BFC Planning, Inc. held 140 shares of Clearway Energy Class C worth $4.79K as of Q2 2026.
  • BFC Planning, Inc. left its Clearway Energy Class C share count unchanged in Q2 2026.
  • Clearway Energy Class C made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2693 holding.
  • BFC Planning, Inc. first reported a position in Clearway Energy Class C in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Clearway Energy Class C position peaked at $5.48K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.