Kozak & Associates
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Kozak & Associates’s Clearway Energy Class C CWEN Stock Holding History

Kozak & Associates’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
Q3 		$1.09K Hold
33
– – ﹤0.01% 355
2026
Q2 		$1.09K Buy
+33
New +$1.28K ﹤0.01% 377

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Dimensional Fund Advisors
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Amundi
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Kozak & Associates's CWEN Position: Q3 2026 in Review

Kozak & Associates held its Clearway Energy Class C (CWEN) position steady in Q3 2026 at 33 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Kozak & Associates first reported a position in CWEN in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.09K in Q2 2026. 235 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

  • Kozak & Associates held 33 shares of Clearway Energy Class C worth $1.09K as of Q3 2026.
  • Kozak & Associates left its Clearway Energy Class C share count unchanged in Q3 2026.
  • Clearway Energy Class C made up ﹤0.01% of Kozak & Associates's portfolio in Q3 2026, its #355 holding.
  • Kozak & Associates first reported a position in Clearway Energy Class C in Q2 2026 and has held it in 2 quarters since.
  • Kozak & Associates's Clearway Energy Class C position peaked at $1.09K in Q2 2026.
  • 235 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.