Luther King Capital Management (LKCM)’s Clearway Energy Class C CWEN Stock Holding History

Luther King Capital Management (LKCM)’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	$18.2M	Sell	531,249 -300	-0.1%	-$11.6K	0.07%	141
2026 Q1	$20.9M	Buy	531,549 +1,900	+0.4%	+$71K	0.09%	129
2025 Q4	$17.6M	Sell	529,649 -5,531	-1%	-$184K	0.07%	141
2025 Q3	$15.1M	Sell	535,180 -8,100	-1%	-$245K	0.06%	146
2025 Q2	$17.4M	Sell	543,280 -6,560	-1%	-$196K	0.08%	139
2025 Q1	$16.6M	Buy	549,840 +5,890	+1%	+$160K	0.08%	135
2024 Q4	$14.1M	Buy	543,950 +525,450	+2,840%	+$14.5M	0.06%	144
2024 Q3	$568K	Buy	+18,500	New	+$511K	﹤0.01%	456
2023 Q2	–	Sell	-7,000	Closed	-$219K	–	597
2023 Q1	$219K	Hold	7,000	–	–	﹤0.01%	551
2022 Q4	$223K	Hold	7,000	–	–	﹤0.01%	545
2022 Q3	$223K	Hold	7,000	–	–	﹤0.01%	539
2022 Q2	$244K	Hold	7,000	–	–	﹤0.01%	568
2022 Q1	$256K	Hold	7,000	–	–	﹤0.01%	565
2021 Q4	$252K	Hold	7,000	–	–	﹤0.01%	583
2021 Q3	$212K	Buy	+7,000	New	+$208K	﹤0.01%	584
2021 Q1	–	Sell	-7,000	Closed	-$224K	–	556
2020 Q4	$224K	Buy	+7,000	New	+$210K	﹤0.01%	526

Other funds holding CWEN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Luther King Capital Management (LKCM)'s CWEN Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Clearway Energy Class C (CWEN) stake by 0.06% in Q2 2026, selling an estimated $11.6K and leaving 531,249 shares worth $18.2M. The position accounts for 0.07% of the portfolio, ranked #141.

Luther King Capital Management (LKCM) first reported a position in CWEN in Q4 2020 and has held it in 16 quarters since. The position peaked at $20.9M in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Luther King Capital Management (LKCM) held 531,249 shares of Clearway Energy Class C worth $18.2M as of Q2 2026.
Luther King Capital Management (LKCM) sold 300 Clearway Energy Class C shares in Q2 2026, an estimated $11.6K.
Clearway Energy Class C made up 0.07% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #141 holding.
Luther King Capital Management (LKCM) first reported a position in Clearway Energy Class C in Q4 2020 and has held it in 16 quarters since.
Luther King Capital Management (LKCM)'s Clearway Energy Class C position peaked at $20.9M in Q1 2026.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.