Institute for Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Institute for Wealth Management’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	$650	Buy	+19	New	+$736	﹤0.01%	1690

Other funds holding CWEN

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Institute for Wealth Management's CWEN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 19 shares worth $650. The stake represents ﹤0.01% of the portfolio and ranks #1690 among its holdings.

246 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Institute for Wealth Management held 19 shares of Clearway Energy Class C worth $650 as of Q2 2026.
Clearway Energy Class C was a new Institute for Wealth Management position in Q2 2026.
Clearway Energy Class C made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1690 holding.
246 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.