JFS Wealth Advisors’s Clearway Energy Class A CWEN.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-27
| Closed | -$1.06K | – | 2261 |
|
|
2026
Q1 | $1.06K | Hold |
27
| – | – | ﹤0.01% | 1658 |
|
|
2025
Q4 | $849 | Buy |
27
+7
| +35% | +$219 | ﹤0.01% | 1731 |
|
|
2025
Q3 | $539 | Hold |
20
| – | – | ﹤0.01% | 1748 |
|
|
2025
Q2 | $606 | Hold |
20
| – | – | ﹤0.01% | 1661 |
|
|
2025
Q1 | $570 | Hold |
20
| – | – | ﹤0.01% | 1752 |
|
|
2024
Q4 | $489 | Hold |
20
| – | – | ﹤0.01% | 1782 |
|
|
2024
Q3 | $570 | Buy |
20
+1
| +5% | +$26 | ﹤0.01% | 1780 |
|
|
2024
Q2 | $431 | Hold |
19
| – | – | ﹤0.01% | 1824 |
|
|
2024
Q1 | $409 | Hold |
19
| – | – | ﹤0.01% | 1820 |
|
|
2023
Q4 | $487 | Buy |
19
+18
| +1,800% | +$395 | ﹤0.01% | 1809 |
|
|
2023
Q3 | $20 | Sell |
1
-16
| -94% | -$383 | ﹤0.01% | 1956 |
|
|
2023
Q2 | $459 | Buy |
17
+7
| +70% | +$203 | ﹤0.01% | 1771 |
|
|
2023
Q1 | $301 | Sell |
10
-11
| -52% | -$335 | ﹤0.01% | 1782 |
|
|
2022
Q4 | $628 | Sell |
21
-1
| -5% | -$31 | ﹤0.01% | 1696 |
|
|
2022
Q3 | $1K | Buy |
22
+2
| +10% | +$68 | ﹤0.01% | 1524 |
|
|
2022
Q2 | $1K | Buy |
20
+3
| +18% | +$93 | ﹤0.01% | 1500 |
|
|
2022
Q1 | $1K | Buy |
17
+10
| +143% | +$313 | ﹤0.01% | 1616 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | +$230 | ﹤0.01% | 1752 |
|
Other funds holding CWEN.A
JFS Wealth Advisors's CWEN.A Position: Q2 2026 in Review
JFS Wealth Advisors sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 27 shares — an estimated $1.06K sold.
JFS Wealth Advisors first reported a position in CWEN.A in Q4 2021 and held it in 18 quarters. The position peaked at $1.06K in Q1 2026. 1 fund tracked by Wall St. Rank holds CWEN.A as of Q2 2026.
- JFS Wealth Advisors reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
- JFS Wealth Advisors sold 27 Clearway Energy Class A shares in Q2 2026, an estimated $1.06K.
- JFS Wealth Advisors first reported a position in Clearway Energy Class A in Q4 2021 and held it in 18 quarters.
- JFS Wealth Advisors's Clearway Energy Class A position peaked at $1.06K in Q1 2026.
- 1 fund tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.