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Mount Yale Investment Advisors’s Clearway Energy Class C CWEN Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-682
Closed -$21.8K – 880
2025
Q2 		$21.8K Buy
+682
New +$20.4K ﹤0.01% 1026

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's CWEN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Clearway Energy Class C (CWEN) in Q3 2025, closing a stake of 682 shares — an estimated $21.8K sold.

Mount Yale Investment Advisors first reported a position in CWEN in Q2 2025 and held it in 1 quarter. The position peaked at $21.8K in Q2 2025. 374 funds tracked by Wall St. Rank hold CWEN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Clearway Energy Class C position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 682 Clearway Energy Class C shares in Q3 2025, an estimated $21.8K.
  • Mount Yale Investment Advisors first reported a position in Clearway Energy Class C in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Clearway Energy Class C position peaked at $21.8K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.