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Pinnacle Wealth Planning Services’s Clearway Energy Class C CWEN Stock Holding History

Pinnacle Wealth Planning Services’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 		$141K Buy
4,118
+1,473
+56% +$57.1K 0.01% 695
2026
Q1 		$104K Buy
2,645
+92
+4% +$3.44K 0.01% 778
2025
Q4 		$84.9K Buy
+2,553
New +$85K 0.01% 868
2021
Q1 		– Sell
-2,170
Closed -$69K – 739
2020
Q4 		$69K Buy
+2,170
New +$65.2K 0.02% 636

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

Pinnacle Wealth Planning Services's CWEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Clearway Energy Class C (CWEN) stake by 56% in Q2 2026, buying an estimated $57.1K and bringing the position to 4,118 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #695.

Pinnacle Wealth Planning Services first reported a position in CWEN in Q4 2020 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,118 shares of Clearway Energy Class C worth $141K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,473 Clearway Energy Class C shares in Q2 2026, an estimated $57.1K.
  • Clearway Energy Class C made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #695 holding.
  • Pinnacle Wealth Planning Services first reported a position in Clearway Energy Class C in Q4 2020 and has held it in 4 quarters since.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.