O'Shaughnessy Asset Management’s Clearway Energy Class C CWEN Stock Holding History

O'Shaughnessy Asset Management’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	$218K	Sell	6,392 -748	-10%	-$29K	﹤0.01%	1993
2026 Q1	$281K	Sell	7,140 -637	-8%	-$23.8K	﹤0.01%	1815
2025 Q4	$259K	Buy	+7,777	New	+$259K	﹤0.01%	1855
2025 Q3	–	Sell	-4,951	Closed	-$158K	–	2581
2025 Q2	$158K	Buy	+4,951	New	+$148K	﹤0.01%	1880
2021 Q4	–	Sell	-605	Closed	-$18K	–	1537
2021 Q3	$18K	Buy	605 +351	+138%	+$10.4K	﹤0.01%	1972
2021 Q2	$7K	Hold	254	–	–	﹤0.01%	2067
2021 Q1	$7K	Hold	254	–	–	﹤0.01%	1845
2020 Q4	$8K	Buy	254 +20	+9%	+$601	﹤0.01%	1588
2020 Q3	$6K	Hold	234	–	–	﹤0.01%	1451
2020 Q2	$5K	Buy	+234	New	+$4.95K	﹤0.01%	1363
2020 Q1	–	Sell	-628	Closed	-$13K	–	1398
2019 Q4	$13K	Buy	+628	New	+$12.2K	﹤0.01%	1237

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

O'Shaughnessy Asset Management's CWEN Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Clearway Energy Class C (CWEN) stake by 10% in Q2 2026, selling an estimated $29K and leaving 6,392 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

O'Shaughnessy Asset Management first reported a position in CWEN in Q4 2019 and has held it in 11 quarters since. The position peaked at $281K in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

O'Shaughnessy Asset Management held 6,392 shares of Clearway Energy Class C worth $218K as of Q2 2026.
O'Shaughnessy Asset Management sold 748 Clearway Energy Class C shares in Q2 2026, an estimated $29K.
Clearway Energy Class C made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1993 holding.
O'Shaughnessy Asset Management first reported a position in Clearway Energy Class C in Q4 2019 and has held it in 11 quarters since.
O'Shaughnessy Asset Management's Clearway Energy Class C position peaked at $281K in Q1 2026.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.