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Global Financial Private Client’s Clearway Energy Class C CWEN Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-14
Closed -$424 – 546
2025
Q1 		$424 Buy
14
+10
+250% +$272 ﹤0.01% 1344
2024
Q4 		$104 Buy
+4
New +$111 ﹤0.01% 1478

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Global Financial Private Client's CWEN Position: Q2 2025 in Review

Global Financial Private Client sold out of Clearway Energy Class C (CWEN) in Q2 2025, closing a stake of 14 shares — an estimated $424 sold.

Global Financial Private Client first reported a position in CWEN in Q4 2024 and held it in 2 quarters. The position peaked at $424 in Q1 2025. 377 funds tracked by Wall St. Rank hold CWEN as of Q2 2025.

  • Global Financial Private Client reported no remaining Clearway Energy Class C position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 14 Clearway Energy Class C shares in Q2 2025, an estimated $424.
  • Global Financial Private Client first reported a position in Clearway Energy Class C in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Clearway Energy Class C position peaked at $424 in Q1 2025.
  • 377 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.