Key Financial Inc’s Clearway Energy Class C CWEN Stock Holding History

Key Financial Inc’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	$581	Hold	17	–	–	﹤0.01%	1252
2026 Q1	$668	Hold	17	–	–	﹤0.01%	1284
2025 Q4	$565	Hold	17	–	–	﹤0.01%	1318
2025 Q3	$507	Hold	17	–	–	﹤0.01%	1334
2025 Q2	$544	Hold	17	–	–	﹤0.01%	1318
2025 Q1	$515	Hold	17	–	–	﹤0.01%	1281
2024 Q4	$442	Hold	17	–	–	﹤0.01%	1299
2024 Q3	$522	Hold	17	–	–	﹤0.01%	1254
2024 Q2	$420	Hold	17	–	–	﹤0.01%	1260
2024 Q1	$392	Hold	17	–	–	﹤0.01%	1246
2023 Q4	$466	Hold	17	–	–	﹤0.01%	1238
2023 Q3	$360	Hold	17	–	–	﹤0.01%	1275
2023 Q2	$486	Buy	+17	New	+$514	﹤0.01%	1298

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

Key Financial Inc's CWEN Position: Q2 2026 in Review

Key Financial Inc held its Clearway Energy Class C (CWEN) position steady in Q2 2026 at 17 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Key Financial Inc first reported a position in CWEN in Q2 2023 and has held it in 13 quarters since. The position peaked at $668 in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Key Financial Inc held 17 shares of Clearway Energy Class C worth $581 as of Q2 2026.
Key Financial Inc left its Clearway Energy Class C share count unchanged in Q2 2026.
Clearway Energy Class C made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1252 holding.
Key Financial Inc first reported a position in Clearway Energy Class C in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's Clearway Energy Class C position peaked at $668 in Q1 2026.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.