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Greenleaf Trust’s Clearway Energy Class C CWEN Stock Holding History

Greenleaf Trust’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 		$237K Buy
6,929
+1,070
+18% +$41.5K ﹤0.01% 776
2026
Q1 		$230K Buy
+5,859
New +$219K ﹤0.01% 740

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 40.08% 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

Greenleaf Trust's CWEN Position: Q2 2026 in Review

Greenleaf Trust increased its Clearway Energy Class C (CWEN) stake by 18% in Q2 2026, buying an estimated $41.5K and bringing the position to 6,929 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Greenleaf Trust first reported a position in CWEN in Q1 2026 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Greenleaf Trust held 6,929 shares of Clearway Energy Class C worth $237K as of Q2 2026.
  • Greenleaf Trust bought 1,070 Clearway Energy Class C shares in Q2 2026, an estimated $41.5K.
  • Clearway Energy Class C made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #776 holding.
  • Greenleaf Trust first reported a position in Clearway Energy Class C in Q1 2026 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.