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 Q3	$295K	Buy	10,091 +1,119	+12%	+$36K	﹤0.01%	1151
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

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perigon Wealth Management's CWEN Position: Q3 2026 in Review

Perigon Wealth Management increased its Clearway Energy Class C (CWEN) stake by 12% in Q3 2026, buying an estimated $36K and bringing the position to 10,091 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Perigon Wealth Management first reported a position in CWEN in Q4 2020 and has held it in 4 quarters since. The position peaked at $307K in Q2 2026. 89 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

Perigon Wealth Management held 10,091 shares of Clearway Energy Class C worth $295K as of Q3 2026.
Perigon Wealth Management bought 1,119 Clearway Energy Class C shares in Q3 2026, an estimated $36K.
Clearway Energy Class C made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1151 holding.
Perigon Wealth Management first reported a position in Clearway Energy Class C in Q4 2020 and has held it in 4 quarters since.
Perigon Wealth Management's Clearway Energy Class C position peaked at $307K in Q2 2026.
89 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.