Mascoma Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Mascoma Wealth Management’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
2025 Q2	–	Sell	-660	Closed	-$20K	–	472
2025 Q1	$20K	Sell	660 -424	-39%	-$11.5K	0.01%	263
2024 Q4	$28.2K	Buy	+1,084	New	+$30K	0.01%	248
2019 Q1	–	Sell	-400	Closed	-$7K	–	398
2018 Q4	$7K	Hold	400	–	–	0.01%	279
2018 Q3	$8K	Hold	400	–	–	0.01%	295
2018 Q2	$7K	Hold	400	–	–	﹤0.01%	294
2018 Q1	$7K	Hold	400	–	–	﹤0.01%	284
2017 Q4	$7K	Buy	+400	New	+$7.6K	﹤0.01%	284

Other funds holding CWEN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Mascoma Wealth Management's CWEN Position: Q2 2025 in Review

Mascoma Wealth Management sold out of Clearway Energy Class C (CWEN) in Q2 2025, closing a stake of 660 shares — an estimated $20K sold.

Mascoma Wealth Management first reported a position in CWEN in Q4 2017 and held it in 7 quarters. The position peaked at $28.2K in Q4 2024. 377 funds tracked by Wall St. Rank hold CWEN as of Q2 2025.

Mascoma Wealth Management reported no remaining Clearway Energy Class C position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 660 Clearway Energy Class C shares in Q2 2025, an estimated $20K.
Mascoma Wealth Management first reported a position in Clearway Energy Class C in Q4 2017 and held it in 7 quarters.
Mascoma Wealth Management's Clearway Energy Class C position peaked at $28.2K in Q4 2024.
377 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.