Oppenheimer & Co
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Oppenheimer & Co’s Clearway Energy Class C CWEN Stock Holding History

Oppenheimer & Co’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
Q3 		$385K Buy
13,153
+3,700
+39% +$119K ﹤0.01% 1335
2026
Q2 		$323K Buy
9,453
+1,751
+23% +$67.8K ﹤0.01% 1446
2026
Q1 		$303K Sell
7,702
-1,500
-16% -$56K ﹤0.01% 1393
2025
Q4 		$306K Buy
+9,202
New +$306K ﹤0.01% 1262
2025
Q3 		– Sell
-10,902
Closed -$349K – 1673
2025
Q2 		$349K Sell
10,902
-1,481
-12% -$44.2K ﹤0.01% 1287
2025
Q1 		$375K Buy
12,383
+62
+0.5% +$1.69K 0.01% 1182
2024
Q4 		$320K Buy
12,321
+1,599
+15% +$44.2K ﹤0.01% 1234
2024
Q3 		$329K Buy
10,722
+1,260
+13% +$34.8K 0.01% 1189
2024
Q2 		$234K Buy
+9,462
New +$239K ﹤0.01% 1287
2023
Q3 		– Sell
-17,598
Closed -$503K – 1391
2023
Q2 		$503K Buy
17,598
+111
+0.6% +$3.36K 0.01% 970
2023
Q1 		$548K Sell
17,487
-1,555
-8% -$50K 0.01% 907
2022
Q4 		$607K Buy
19,042
+600
+3% +$20.2K 0.01% 857
2022
Q3 		$587K Buy
18,442
+51
+0.3% +$1.88K 0.01% 833
2022
Q2 		$641K Buy
18,391
+1,823
+11% +$61.4K 0.01% 833
2022
Q1 		$605K Buy
+16,568
New +$564K 0.01% 930
2019
Q1 		– Sell
-15,846
Closed -$273K – 1355
2018
Q4 		$273K Hold
15,846
– – 0.01% 979
2018
Q3 		$305K Sell
15,846
-795
-5% -$15.2K 0.01% 1064
2018
Q2 		$286K Sell
16,641
-5,740
-26% -$100K 0.01% 1075
2018
Q1 		$380K Buy
22,381
+2,971
+15% +$52.1K 0.01% 957
2017
Q4 		$367K Sell
19,410
-4,285
-18% -$81.4K 0.01% 978
2017
Q3 		$457K Sell
23,695
-1,149
-5% -$21.3K 0.01% 873
2017
Q2 		$437K Buy
+24,844
New +$435K 0.01% 884
2015
Q3 		– Sell
-9,151
Closed -$200K – 1370
2015
Q2 		$200K Buy
+9,151
New +$230K 0.01% 1303

Other funds holding CWEN

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Oppenheimer & Co's CWEN Position: Q3 2026 in Review

Oppenheimer & Co increased its Clearway Energy Class C (CWEN) stake by 39% in Q3 2026, buying an estimated $119K and bringing the position to 13,153 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Oppenheimer & Co first reported a position in CWEN in Q2 2015 and has held it in 23 quarters since. The position peaked at $641K in Q2 2022. 196 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

  • Oppenheimer & Co held 13,153 shares of Clearway Energy Class C worth $385K as of Q3 2026.
  • Oppenheimer & Co bought 3,700 Clearway Energy Class C shares in Q3 2026, an estimated $119K.
  • Clearway Energy Class C made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1335 holding.
  • Oppenheimer & Co first reported a position in Clearway Energy Class C in Q2 2015 and has held it in 23 quarters since.
  • Oppenheimer & Co's Clearway Energy Class C position peaked at $641K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.