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

Kozak & Associates’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-32	Closed	-$1.28K	–	452
2026 Q1	$1.28K	Hold	32	–	–	﹤0.01%	386
2025 Q4	$959	Buy	32 +1	+3%	+$31	﹤0.01%	391
2025 Q3	$1.07K	Hold	31	–	–	﹤0.01%	404
2025 Q2	$947	Buy	31 +1	+3%	+$28	﹤0.01%	371
2025 Q1	$823	Sell	30 -63	-68%	-$1.61K	﹤0.01%	391
2024 Q4	$2.32K	Buy	93 +2	+2%	+$52	﹤0.01%	355
2024 Q3	$2.38K	Buy	91 +1	+1%	+$26	﹤0.01%	326
2024 Q2	$2.02K	Buy	90 +2	+2%	+$47	﹤0.01%	320
2024 Q1	$2.21K	Buy	88 +2	+2%	+$44	﹤0.01%	324
2023 Q4	$2.04K	Buy	86 +1	+1%	+$22	﹤0.01%	316
2023 Q3	$1.66K	Hold	85	–	–	﹤0.01%	340
2023 Q2	$2.31K	Hold	85	–	–	﹤0.01%	302
2023 Q1	$2.55K	Hold	85	–	–	﹤0.01%	293
2022 Q4	$3K	Hold	85	–	–	﹤0.01%	285
2022 Q3	$2K	Hold	85	–	–	﹤0.01%	293
2022 Q2	$3K	Buy	+85	New	+$2.65K	﹤0.01%	318

Other funds holding CWEN.A

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Kozak & Associates sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 32 shares — an estimated $1.28K sold.

Kozak & Associates first reported a position in CWEN.A in Q2 2022 and held it in 16 quarters. The position peaked at $3K in Q4 2022. 1 fund tracked by Wall St. Rank holds CWEN.A as of Q2 2026.

Kozak & Associates reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
Kozak & Associates sold 32 Clearway Energy Class A shares in Q2 2026, an estimated $1.28K.
Kozak & Associates first reported a position in Clearway Energy Class A in Q2 2022 and held it in 16 quarters.
Kozak & Associates's Clearway Energy Class A position peaked at $3K in Q4 2022.
1 fund tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

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