NewSquare Capital’s Clearway Energy Class C CWEN Stock Holding History

NewSquare Capital’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	-193	Closed	-$6.18K	–	426
2025 Q2	$6.18K	Buy	193 +18	+10%	+$538	﹤0.01%	761
2025 Q1	$5.3K	Buy	175 +155	+775%	+$4.21K	﹤0.01%	685
2024 Q4	$520	Buy	+20	New	+$553	﹤0.01%	712
2023 Q3	–	Sell	-30	Closed	-$857	–	658
2023 Q2	$857	Hold	30	–	–	﹤0.01%	625
2023 Q1	$940	Hold	30	–	–	﹤0.01%	657
2022 Q4	$956	Buy	+30	New	+$1.01K	﹤0.01%	580

Other funds holding CWEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewSquare Capital's CWEN Position: Q3 2025 in Review

NewSquare Capital sold out of Clearway Energy Class C (CWEN) in Q3 2025, closing a stake of 193 shares — an estimated $6.18K sold.

NewSquare Capital first reported a position in CWEN in Q4 2022 and held it in 6 quarters. The position peaked at $6.18K in Q2 2025. 374 funds tracked by Wall St. Rank hold CWEN as of Q3 2025.

NewSquare Capital reported no remaining Clearway Energy Class C position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 193 Clearway Energy Class C shares in Q3 2025, an estimated $6.18K.
NewSquare Capital first reported a position in Clearway Energy Class C in Q4 2022 and held it in 6 quarters.
NewSquare Capital's Clearway Energy Class C position peaked at $6.18K in Q2 2025.
374 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.