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Perigon Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Perigon Wealth 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 		$307K Buy
8,972
+3,670
+69% +$142K ﹤0.01% 1103
2026
Q1 		$208K Buy
+5,302
New +$198K ﹤0.01% 1203
2021
Q1 		– Sell
-798
Closed -$25K – 609
2020
Q4 		$25K Buy
+798
New +$24K ﹤0.01% 965

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

Perigon Wealth Management's CWEN Position: Q2 2026 in Review

Perigon Wealth Management increased its Clearway Energy Class C (CWEN) stake by 69% in Q2 2026, buying an estimated $142K and bringing the position to 8,972 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Perigon Wealth Management first reported a position in CWEN in Q4 2020 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Perigon Wealth Management held 8,972 shares of Clearway Energy Class C worth $307K as of Q2 2026.
  • Perigon Wealth Management bought 3,670 Clearway Energy Class C shares in Q2 2026, an estimated $142K.
  • Clearway Energy Class C made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1103 holding.
  • Perigon Wealth Management first reported a position in Clearway Energy Class C in Q4 2020 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.