Private Wealth Management Group’s Clearway Energy Class C CWEN Stock Holding History

Private Wealth Management Group’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	$7.59K	Buy	222 +161	+264%	+$6.24K	﹤0.01%	667
2026 Q1	$2.4K	Hold	61	–	–	﹤0.01%	1030
2025 Q4	$2.03K	Hold	61	–	–	﹤0.01%	1073
2025 Q3	$1.72K	Hold	61	–	–	﹤0.01%	1157
2025 Q2	$1.95K	Hold	61	–	–	﹤0.01%	1089
2025 Q1	$1.85K	Buy	+61	New	+$1.66K	﹤0.01%	1080

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Wealth Management Group's CWEN Position: Q2 2026 in Review

Private Wealth Management Group increased its Clearway Energy Class C (CWEN) stake by 264% in Q2 2026, buying an estimated $6.24K and bringing the position to 222 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Private Wealth Management Group first reported a position in CWEN in Q1 2025 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Private Wealth Management Group held 222 shares of Clearway Energy Class C worth $7.59K as of Q2 2026.
Private Wealth Management Group bought 161 Clearway Energy Class C shares in Q2 2026, an estimated $6.24K.
Clearway Energy Class C made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #667 holding.
Private Wealth Management Group first reported a position in Clearway Energy Class C in Q1 2025 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.