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Gilpin Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Gilpin Wealth 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
Q3 		$469 Sell
16
-3
-16% -$97 ﹤0.01% 865
2026
Q2 		$650 Buy
19
+4
+27% +$155 ﹤0.01% 593
2026
Q1 		$590 Buy
15
+6
+67% +$224 ﹤0.01% 568
2025
Q4 		$300 Buy
+9
New +$299 ﹤0.01% 549

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Gilpin Wealth Management's CWEN Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Clearway Energy Class C (CWEN) stake by 16% in Q3 2026, selling an estimated $97 and leaving 16 shares worth $469. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Gilpin Wealth Management first reported a position in CWEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $650 in Q2 2026. 11 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

  • Gilpin Wealth Management held 16 shares of Clearway Energy Class C worth $469 as of Q3 2026.
  • Gilpin Wealth Management sold 3 Clearway Energy Class C shares in Q3 2026, an estimated $97.
  • Clearway Energy Class C made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #865 holding.
  • Gilpin Wealth Management first reported a position in Clearway Energy Class C in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Clearway Energy Class C position peaked at $650 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.