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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's CWEN Position: Q1 2026 in Review

NewEdge Wealth reduced its Clearway Energy Class C (CWEN) stake by 12% in Q1 2026, selling an estimated $36.2K and leaving 7,127 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

NewEdge Wealth first reported a position in CWEN in Q4 2021 and has held it in 11 quarters since. The position peaked at $322K in Q2 2022. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

  • NewEdge Wealth held 7,127 shares of Clearway Energy Class C worth $280K as of Q1 2026.
  • NewEdge Wealth sold 969 Clearway Energy Class C shares in Q1 2026, an estimated $36.2K.
  • Clearway Energy Class C made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #983 holding.
  • NewEdge Wealth first reported a position in Clearway Energy Class C in Q4 2021 and has held it in 11 quarters since.
  • NewEdge Wealth's Clearway Energy Class C position peaked at $322K in Q2 2022.
  • 408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.