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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
Q2 		$1.09K Buy
+33
New +$1.28K ﹤0.01% 377

Other funds holding CWEN

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Kozak & Associates's CWEN Position: Q2 2026 in Review

Kozak & Associates opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 33 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings.

45 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Kozak & Associates held 33 shares of Clearway Energy Class C worth $1.09K as of Q2 2026.
  • Clearway Energy Class C was a new Kozak & Associates position in Q2 2026.
  • Clearway Energy Class C made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #377 holding.
  • 45 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.