Kovitz Investment Group Partners’s Clearway Energy Class C CWEN Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-12,822	Closed	-$362K	–	634
2025 Q3	$362K	Sell	12,822 -3,350	-21%	-$101K	﹤0.01%	1132
2025 Q2	$518K	Sell	16,172 -948	-6%	-$28.3K	﹤0.01%	959
2025 Q1	$518K	Sell	17,120 -7,310	-30%	-$199K	﹤0.01%	892
2024 Q4	$635K	Sell	24,430 -4,013	-14%	-$111K	﹤0.01%	837
2024 Q3	$867K	Sell	28,443 -2,817	-9%	-$77.8K	0.01%	659
2024 Q2	$772K	Buy	+31,260	New	+$790K	0.01%	593

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Kovitz Investment Group Partners's CWEN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Clearway Energy Class C (CWEN) in Q4 2025, closing a stake of 12,822 shares — an estimated $362K sold.

Kovitz Investment Group Partners first reported a position in CWEN in Q2 2024 and held it in 6 quarters. The position peaked at $867K in Q3 2024. 385 funds tracked by Wall St. Rank hold CWEN as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Clearway Energy Class C position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 12,822 Clearway Energy Class C shares in Q4 2025, an estimated $362K.
Kovitz Investment Group Partners first reported a position in Clearway Energy Class C in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's Clearway Energy Class C position peaked at $867K in Q3 2024.
385 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.