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PFG Investments’s Clearway Energy Class C CWEN Stock Holding History

PFG Investments’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 		$1.4M Buy
40,982
+4,324
+12% +$168K 0.05% 308
2026
Q1 		$1.44M Buy
36,658
+222
+0.6% +$8.29K 0.07% 268
2025
Q4 		$1.21M Buy
36,436
+633
+2% +$21.1K 0.06% 300
2025
Q3 		$1.01M Buy
35,803
+3,332
+10% +$101K 0.05% 329
2025
Q2 		$1.04M Buy
32,471
+4,136
+15% +$124K 0.06% 302
2025
Q1 		$858K Sell
28,335
-6,840
-19% -$186K 0.06% 338
2024
Q4 		$915K Sell
35,175
-6,246
-15% -$173K 0.06% 314
2024
Q3 		$1.27M Sell
41,421
-24,014
-37% -$663K 0.08% 237
2024
Q2 		$1.62M Sell
65,435
-17,296
-21% -$437K 0.12% 173
2024
Q1 		$1.91M Buy
82,731
+9,110
+12% +$214K 0.12% 200
2023
Q4 		$2.02M Buy
73,621
+21,273
+41% +$497K 0.38% 49
2023
Q3 		$1.11M Buy
52,348
+6,725
+15% +$171K 0.21% 102
2023
Q2 		$1.3M Buy
45,623
+3,331
+8% +$101K 0.23% 94
2023
Q1 		$1.33M Buy
+42,292
New +$1.36M 0.27% 84

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

PFG Investments's CWEN Position: Q2 2026 in Review

PFG Investments increased its Clearway Energy Class C (CWEN) stake by 12% in Q2 2026, buying an estimated $168K and bringing the position to 40,982 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #308.

PFG Investments first reported a position in CWEN in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.02M in Q4 2023. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • PFG Investments held 40,982 shares of Clearway Energy Class C worth $1.4M as of Q2 2026.
  • PFG Investments bought 4,324 Clearway Energy Class C shares in Q2 2026, an estimated $168K.
  • Clearway Energy Class C made up 0.05% of PFG Investments's portfolio in Q2 2026, its #308 holding.
  • PFG Investments first reported a position in Clearway Energy Class C in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Clearway Energy Class C position peaked at $2.02M in Q4 2023.
  • 482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.