PWM
CWEN.A

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

Perigon Wealth Management’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Buy
+5,390
New +$192K ﹤0.01% 1195
2023
Q2 		– Sell
-7,025
Closed -$211K – 791
2023
Q1 		$211K Hold
7,025
– – 0.01% 657
2022
Q4 		$210K Sell
7,025
-50
-0.7% -$1.56K 0.01% 642
2022
Q3 		$206K Hold
7,075
– – 0.02% 537
2022
Q2 		$226K Sell
7,075
-260
-4% -$8.1K 0.02% 509
2022
Q1 		$244K Hold
7,335
– – 0.02% 532
2021
Q4 		$246K Buy
7,335
+230
+3% +$7.56K 0.02% 503
2021
Q3 		$200K Buy
+7,105
New +$200K 0.02% 514

Other funds holding CWEN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Perigon Wealth Management's CWEN.A Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Clearway Energy Class A (CWEN.A) in Q1 2026: 5,390 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in CWEN.A as recently as Q1 2023.

Perigon Wealth Management first reported a position in CWEN.A in Q3 2021 and has held it in 8 quarters since. The position peaked at $246K in Q4 2021. 263 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2026.

  • Perigon Wealth Management held 5,390 shares of Clearway Energy Class A worth $211K as of Q1 2026.
  • Clearway Energy Class A was a new Perigon Wealth Management position in Q1 2026.
  • Clearway Energy Class A made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1195 holding.
  • Perigon Wealth Management first reported a position in Clearway Energy Class A in Q3 2021 and has held it in 8 quarters since.
  • Perigon Wealth Management's Clearway Energy Class A position peaked at $246K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.