Root Financial Partners’s Clearway Energy Class C CWEN Stock Holding History

Root Financial Partners’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 Q3	$10K	Buy	+343	New	+$11K	﹤0.01%	1910
2026 Q2	–	Sell	-260	Closed	-$10.2K	–	1059
2026 Q1	$10.2K	Buy	260 +131	+102%	+$4.89K	﹤0.01%	1677
2025 Q4	$4.29K	Buy	129 +35	+37%	+$1.16K	﹤0.01%	1807
2025 Q3	$2.66K	Buy	+94	New	+$2.85K	﹤0.01%	1910

Other funds holding CWEN

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Root Financial Partners's CWEN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Clearway Energy Class C (CWEN) in Q3 2026: 343 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1910 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CWEN as recently as Q1 2026.

Root Financial Partners first reported a position in CWEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q1 2026. 264 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

Root Financial Partners held 343 shares of Clearway Energy Class C worth $10K as of Q3 2026.
Clearway Energy Class C was a new Root Financial Partners position in Q3 2026.
Clearway Energy Class C made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1910 holding.
Root Financial Partners first reported a position in Clearway Energy Class C in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Clearway Energy Class C position peaked at $10.2K in Q1 2026.
264 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.