INVST’s Clearway Energy Class C CWEN Stock Holding History

INVST’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	$628K	Sell	18,387 -82	-0.4%	-$3.18K	0.06%	238
2026 Q1	$726K	Buy	+18,469	New	+$690K	0.08%	205

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

INVST's CWEN Position: Q2 2026 in Review

INVST reduced its Clearway Energy Class C (CWEN) stake by 0.44% in Q2 2026, selling an estimated $3.18K and leaving 18,387 shares worth $628K. The position accounts for 0.06% of the portfolio, ranked #238.

INVST first reported a position in CWEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $726K in Q1 2026. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

INVST held 18,387 shares of Clearway Energy Class C worth $628K as of Q2 2026.
INVST sold 82 Clearway Energy Class C shares in Q2 2026, an estimated $3.18K.
Clearway Energy Class C made up 0.06% of INVST's portfolio in Q2 2026, its #238 holding.
INVST first reported a position in Clearway Energy Class C in Q1 2026 and has held it in 2 quarters since.
INVST's Clearway Energy Class C position peaked at $726K in Q1 2026.
482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.