Physician Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

Physician Wealth Advisors’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 Q1	$3.85K	Hold	98	–	–	﹤0.01%	1095
2025 Q4	$3.26K	Hold	98	–	–	﹤0.01%	1100
2025 Q3	$2.77K	Hold	98	–	–	﹤0.01%	1091
2025 Q2	$3.14K	Buy	+98	New	+$2.93K	﹤0.01%	908

Other funds holding CWEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Physician Wealth Advisors's CWEN Position: Q1 2026 in Review

Physician Wealth Advisors held its Clearway Energy Class C (CWEN) position steady in Q1 2026 at 98 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Physician Wealth Advisors first reported a position in CWEN in Q2 2025 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

Physician Wealth Advisors held 98 shares of Clearway Energy Class C worth $3.85K as of Q1 2026.
Physician Wealth Advisors left its Clearway Energy Class C share count unchanged in Q1 2026.
Clearway Energy Class C made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1095 holding.
Physician Wealth Advisors first reported a position in Clearway Energy Class C in Q2 2025 and has held it in 4 quarters since.
408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.