Icon Wealth Advisors
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
Q3 		$793K Buy
27,085
+16,121
+147% +$519K 0.05% 211
2026
Q2 		$375K Buy
10,964
+587
+6% +$22.7K 0.02% 311
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Icon Wealth Advisors's CWEN Position: Q3 2026 in Review

Icon Wealth Advisors increased its Clearway Energy Class C (CWEN) stake by 147% in Q3 2026, buying an estimated $519K and bringing the position to 27,085 shares worth $793K. The position accounts for 0.05% of the portfolio, ranked #211.

Icon Wealth Advisors first reported a position in CWEN in Q3 2022 and has held it in 7 quarters since. 374 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

  • Icon Wealth Advisors held 27,085 shares of Clearway Energy Class C worth $793K as of Q3 2026.
  • Icon Wealth Advisors bought 16,121 Clearway Energy Class C shares in Q3 2026, an estimated $519K.
  • Clearway Energy Class C made up 0.05% of Icon Wealth Advisors's portfolio in Q3 2026, its #211 holding.
  • Icon Wealth Advisors first reported a position in Clearway Energy Class C in Q3 2022 and has held it in 7 quarters since.
  • 374 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.