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 Q2	–	Sell	-5,390	Closed	-$211K	–	1450
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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Perigon Wealth Management sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 5,390 shares — an estimated $211K sold.

Perigon Wealth Management first reported a position in CWEN.A in Q3 2021 and held it in 8 quarters. The position peaked at $246K in Q4 2021. 3 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2026.

Perigon Wealth Management reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
Perigon Wealth Management sold 5,390 Clearway Energy Class A shares in Q2 2026, an estimated $211K.
Perigon Wealth Management first reported a position in Clearway Energy Class A in Q3 2021 and held it in 8 quarters.
Perigon Wealth Management's Clearway Energy Class A position peaked at $246K in Q4 2021.
3 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

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