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NewEdge Wealth’s Clearway Energy Class C CWEN Stock Holding History

NewEdge Wealth’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 		– Sell
-7,127
Closed -$280K – 1242
2026
Q1 		$280K Sell
7,127
-969
-12% -$36.2K ﹤0.01% 983
2025
Q4 		$269K Buy
8,096
+532
+7% +$17.7K ﹤0.01% 1061
2025
Q3 		$262K Buy
7,564
+783
+12% +$23.7K ﹤0.01% 914
2025
Q2 		$206K Sell
6,781
-123
-2% -$3.67K ﹤0.01% 926
2025
Q1 		$209K Buy
+6,904
New +$188K ﹤0.01% 883
2023
Q2 		– Sell
-7,223
Closed -$226K – 637
2023
Q1 		$226K Sell
7,223
-79
-1% -$2.54K 0.01% 559
2022
Q4 		$233K Buy
7,302
+31
+0.4% +$1.04K 0.01% 493
2022
Q3 		$232K Sell
7,271
-1,971
-21% -$72.6K 0.01% 473
2022
Q2 		$322K Buy
9,242
+2,302
+33% +$77.5K 0.01% 454
2022
Q1 		$253K Buy
6,940
+35
+0.5% +$1.19K 0.01% 381
2021
Q4 		$249K Buy
+6,905
New +$244K 0.01% 362

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

NewEdge Wealth's CWEN Position: Q2 2026 in Review

NewEdge Wealth sold out of Clearway Energy Class C (CWEN) in Q2 2026, closing a stake of 7,127 shares — an estimated $280K sold.

NewEdge Wealth first reported a position in CWEN in Q4 2021 and held it in 11 quarters. The position peaked at $322K in Q2 2022. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • NewEdge Wealth reported no remaining Clearway Energy Class C position as of Q2 2026 after selling out during the quarter.
  • NewEdge Wealth sold 7,127 Clearway Energy Class C shares in Q2 2026, an estimated $280K.
  • NewEdge Wealth first reported a position in Clearway Energy Class C in Q4 2021 and held it in 11 quarters.
  • NewEdge Wealth's Clearway Energy Class C position peaked at $322K in Q2 2022.
  • 482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.