James Investment Research’s Clearway Energy Class C CWEN Stock Holding History

James Investment Research’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	$272K	Hold	7,966	–	–	0.03%	320
2026 Q1	$313K	Hold	7,966	–	–	0.04%	294
2025 Q4	$265K	Hold	7,966	–	–	0.03%	314
2025 Q3	$225K	Buy	7,966 +473	+6%	+$14.3K	0.02%	318
2025 Q2	$240K	Hold	7,493	–	–	0.03%	293
2025 Q1	$227K	Buy	+7,493	New	+$204K	0.03%	288
2024 Q4	–	Sell	-7,493	Closed	-$230K	–	333
2024 Q3	$230K	Buy	+7,493	New	+$207K	0.03%	290
2024 Q1	–	Sell	-7,493	Closed	-$206K	–	326
2023 Q4	$206K	Buy	+7,493	New	+$175K	0.03%	283
2023 Q3	–	Sell	-7,493	Closed	-$214K	–	293
2023 Q2	$214K	Hold	7,493	–	–	0.03%	257
2023 Q1	$235K	Buy	7,493 +36	+0.5%	+$1.16K	0.03%	252
2022 Q4	$238K	Hold	7,457	–	–	0.03%	242
2022 Q3	$238K	Hold	7,457	–	–	0.03%	237
2022 Q2	$260K	Hold	7,457	–	–	0.03%	227
2022 Q1	$272K	Hold	7,457	–	–	0.03%	248
2021 Q4	$269K	Hold	7,457	–	–	0.02%	252
2021 Q3	$226K	Sell	7,457 -22	-0.3%	-$655	0.02%	265
2021 Q2	$198K	Hold	7,479	–	–	0.02%	291
2021 Q1	$210K	Buy	+7,479	New	+$230K	0.02%	279

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

James Investment Research's CWEN Position: Q2 2026 in Review

James Investment Research held its Clearway Energy Class C (CWEN) position steady in Q2 2026 at 7,966 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #320.

James Investment Research first reported a position in CWEN in Q1 2021 and has held it in 18 quarters since. The position peaked at $313K in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

James Investment Research held 7,966 shares of Clearway Energy Class C worth $272K as of Q2 2026.
James Investment Research left its Clearway Energy Class C share count unchanged in Q2 2026.
Clearway Energy Class C made up 0.03% of James Investment Research's portfolio in Q2 2026, its #320 holding.
James Investment Research first reported a position in Clearway Energy Class C in Q1 2021 and has held it in 18 quarters since.
James Investment Research's Clearway Energy Class C position peaked at $313K in Q1 2026.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.