Jones Financial Companies
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Jones Financial Companies’s Clearway Energy Class C CWEN Stock Holding History

Jones Financial Companies’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 		$540K Buy
14,662
+3,509
+31% +$136K ﹤0.01% 2185
2026
Q1 		$436K Buy
11,153
+4,432
+66% +$166K ﹤0.01% 2114
2025
Q4 		$224K Buy
6,721
+2,328
+53% +$77.5K ﹤0.01% 1857
2025
Q3 		$125K Buy
4,393
+910
+26% +$27.6K ﹤0.01% 1987
2025
Q2 		$112K Buy
+3,483
New +$104K ﹤0.01% 1889
2024
Q4 		– Sell
-56
Closed -$1.71K – 3432
2024
Q3 		$1.71K Buy
+56
New +$1.55K ﹤0.01% 2704

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

Jones Financial Companies's CWEN Position: Q2 2026 in Review

Jones Financial Companies increased its Clearway Energy Class C (CWEN) stake by 31% in Q2 2026, buying an estimated $136K and bringing the position to 14,662 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Jones Financial Companies first reported a position in CWEN in Q3 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Jones Financial Companies held 14,662 shares of Clearway Energy Class C worth $540K as of Q2 2026.
  • Jones Financial Companies bought 3,509 Clearway Energy Class C shares in Q2 2026, an estimated $136K.
  • Clearway Energy Class C made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2185 holding.
  • Jones Financial Companies first reported a position in Clearway Energy Class C in Q3 2024 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.