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Larson Financial Group’s Clearway Energy Class C CWEN Stock Holding History

Larson Financial Group’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 		$4.97K Buy
145
+17
+13% +$659 ﹤0.01% 2778
2026
Q1 		$5.03K Sell
128
-26
-17% -$971 ﹤0.01% 2609
2025
Q4 		$5.12K Sell
154
-658
-81% -$21.9K ﹤0.01% 2453
2025
Q3 		$22.9K Buy
812
+610
+302% +$18.5K ﹤0.01% 1560
2025
Q2 		$6.46K Buy
202
+140
+226% +$4.18K ﹤0.01% 1989
2025
Q1 		$1.88K Buy
62
+31
+100% +$843 ﹤0.01% 2185
2024
Q4 		$806 Sell
31
-430
-93% -$11.9K ﹤0.01% 2090
2024
Q3 		$14.1K Buy
461
+452
+5,022% +$12.5K ﹤0.01% 1345
2024
Q2 		$222 Buy
+9
New +$228 ﹤0.01% 2035

Other funds holding CWEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Larson Financial Group's CWEN Position: Q2 2026 in Review

Larson Financial Group increased its Clearway Energy Class C (CWEN) stake by 13% in Q2 2026, buying an estimated $659 and bringing the position to 145 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Larson Financial Group first reported a position in CWEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.9K in Q3 2025. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Larson Financial Group held 145 shares of Clearway Energy Class C worth $4.97K as of Q2 2026.
  • Larson Financial Group bought 17 Clearway Energy Class C shares in Q2 2026, an estimated $659.
  • Clearway Energy Class C made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2778 holding.
  • Larson Financial Group first reported a position in Clearway Energy Class C in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Clearway Energy Class C position peaked at $22.9K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.