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CWEN icon

Icon Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

Icon Wealth Advisors’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
Q1 		$396K Buy
+10,377
New +$388K 0.03% 283
2025
Q3 		– Sell
-6,284
Closed -$201K – 525
2025
Q2 		$201K Buy
6,284
+2,785
+80% +$83.2K 0.01% 366
2025
Q1 		$106K Buy
+3,499
New +$95.1K 0.01% 469
2024
Q4 		– Sell
-3,454
Closed -$106K – 510
2024
Q3 		$106K Buy
+3,454
New +$95.4K 0.01% 470
2022
Q4 		– Sell
-3,382
Closed -$108K – 349
2022
Q3 		$108K Buy
+3,382
New +$125K 0.01% 381

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Advisors's CWEN Position: Q1 2026 in Review

Icon Wealth Advisors opened a new position in Clearway Energy Class C (CWEN) in Q1 2026: 10,377 shares worth $396K. The stake represents 0.03% of the portfolio and ranks #283 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in CWEN as recently as Q2 2025.

Icon Wealth Advisors first reported a position in CWEN in Q3 2022 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

  • Icon Wealth Advisors held 10,377 shares of Clearway Energy Class C worth $396K as of Q1 2026.
  • Clearway Energy Class C was a new Icon Wealth Advisors position in Q1 2026.
  • Clearway Energy Class C made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #283 holding.
  • Icon Wealth Advisors first reported a position in Clearway Energy Class C in Q3 2022 and has held it in 5 quarters since.
  • 408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.