Private Trust Company’s Clearway Energy Class C CWEN Stock Holding History

Private Trust Company’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	$26.3K	Sell	669 -27	-4%	-$1.01K	﹤0.01%	1569
2025 Q4	$23.1K	Buy	696 +171	+33%	+$5.69K	﹤0.01%	1585
2025 Q3	$14.8K	Buy	+525	New	+$15.9K	﹤0.01%	1760
2022 Q4	–	Sell	-25	Closed	-$1K	–	2182
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	1937
2022 Q2	$1K	Buy	+25	New	+$842	﹤0.01%	2022
2014 Q3	–	Sell	-882	Closed	-$23K	–	1947
2014 Q2	$23K	Buy	+882	New	+$20.2K	0.01%	791

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

Private Trust Company's CWEN Position: Q1 2026 in Review

Private Trust Company reduced its Clearway Energy Class C (CWEN) stake by 3.9% in Q1 2026, selling an estimated $1.01K and leaving 669 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Private Trust Company first reported a position in CWEN in Q2 2014 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

Private Trust Company held 669 shares of Clearway Energy Class C worth $26.3K as of Q1 2026.
Private Trust Company sold 27 Clearway Energy Class C shares in Q1 2026, an estimated $1.01K.
Clearway Energy Class C made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1569 holding.
Private Trust Company first reported a position in Clearway Energy Class C in Q2 2014 and has held it in 6 quarters since.
408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.