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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Icon Wealth Advisors's CWEN Position: Q2 2026 in Review

Icon Wealth Advisors increased its Clearway Energy Class C (CWEN) stake by 5.7% in Q2 2026, buying an estimated $22.7K and bringing the position to 10,964 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #311.

Icon Wealth Advisors first reported a position in CWEN in Q3 2022 and has held it in 6 quarters since. The position peaked at $396K in Q1 2026. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Icon Wealth Advisors held 10,964 shares of Clearway Energy Class C worth $375K as of Q2 2026.
Icon Wealth Advisors bought 587 Clearway Energy Class C shares in Q2 2026, an estimated $22.7K.
Clearway Energy Class C made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #311 holding.
Icon Wealth Advisors first reported a position in Clearway Energy Class C in Q3 2022 and has held it in 6 quarters since.
Icon Wealth Advisors's Clearway Energy Class C position peaked at $396K in Q1 2026.
482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.