IAAG
CWEN.A

Innovative Asset Advisors Group’s Clearway Energy Class A CWEN.A Stock Holding History

Innovative Asset Advisors Group’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
2026
Q2 		– Sell
-135
Closed -$5.29K – 457
2026
Q1 		$5.29K Buy
+135
New +$4.81K ﹤0.01% 763

Other funds holding CWEN.A

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Innovative Asset Advisors Group's CWEN.A Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 135 shares — an estimated $5.29K sold.

Innovative Asset Advisors Group first reported a position in CWEN.A in Q1 2026 and held it in 1 quarter. The position peaked at $5.29K in Q1 2026. 3 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 135 Clearway Energy Class A shares in Q2 2026, an estimated $5.29K.
  • Innovative Asset Advisors Group first reported a position in Clearway Energy Class A in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Clearway Energy Class A position peaked at $5.29K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.