IWC
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Integrated Wealth Concepts’s Clearway Energy Class C CWEN Stock Holding History

Integrated Wealth Concepts’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 		$82.6K Buy
+2,417
New +$93.6K ﹤0.01% 2967

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's CWEN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 2,417 shares worth $82.6K. The stake represents ﹤0.01% of the portfolio and ranks #2967 among its holdings.

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

  • Integrated Wealth Concepts held 2,417 shares of Clearway Energy Class C worth $82.6K as of Q2 2026.
  • Clearway Energy Class C was a new Integrated Wealth Concepts position in Q2 2026.
  • Clearway Energy Class C made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2967 holding.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.