Kestra Advisory Services’s Clearway Energy Class C CWEN Stock Holding History

Kestra Advisory Services’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	–	Sell	-7,299	Closed	-$287K	–	3283
2026 Q1	$287K	Buy	7,299 +3,172	+77%	+$119K	﹤0.01%	2671
2025 Q4	$137K	Buy	+4,127	New	+$137K	﹤0.01%	3197
2022 Q1	–	Sell	-9,066	Closed	-$327K	–	2033
2021 Q4	$327K	Sell	9,066 -340	-4%	-$12K	﹤0.01%	1558
2021 Q3	$285K	Buy	+9,406	New	+$280K	﹤0.01%	1707

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

Kestra Advisory Services's CWEN Position: Q2 2026 in Review

Kestra Advisory Services sold out of Clearway Energy Class C (CWEN) in Q2 2026, closing a stake of 7,299 shares — an estimated $287K sold.

Kestra Advisory Services first reported a position in CWEN in Q3 2021 and held it in 4 quarters. The position peaked at $327K in Q4 2021. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Kestra Advisory Services reported no remaining Clearway Energy Class C position as of Q2 2026 after selling out during the quarter.
Kestra Advisory Services sold 7,299 Clearway Energy Class C shares in Q2 2026, an estimated $287K.
Kestra Advisory Services first reported a position in Clearway Energy Class C in Q3 2021 and held it in 4 quarters.
Kestra Advisory Services's Clearway Energy Class C position peaked at $327K in Q4 2021.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.