GFPC
CWEN.A

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

Global Financial Private Client’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$142 – 548
2025
Q1 		$142 Buy
5
+3
+150% +$77 ﹤0.01% 1573
2024
Q4 		$49 Buy
+2
New +$52 ﹤0.01% 1587

Other funds holding CWEN.A

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Global Financial Private Client sold out of Clearway Energy Class A (CWEN.A) in Q2 2025, closing a stake of 5 shares — an estimated $142 sold.

Global Financial Private Client first reported a position in CWEN.A in Q4 2024 and held it in 2 quarters. The position peaked at $142 in Q1 2025. 221 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2025.

  • Global Financial Private Client reported no remaining Clearway Energy Class A position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Clearway Energy Class A shares in Q2 2025, an estimated $142.
  • Global Financial Private Client first reported a position in Clearway Energy Class A in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Clearway Energy Class A position peaked at $142 in Q1 2025.
  • 221 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2025.

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