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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
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% +$1.17K ﹤0.01% 1807
2025
Q3 		$2.66K Buy
+94
New +$2.85K ﹤0.01% 1910

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

Root Financial Partners's CWEN Position: Q2 2026 in Review

Root Financial Partners sold out of Clearway Energy Class C (CWEN) in Q2 2026, closing a stake of 260 shares — an estimated $10.2K sold.

Root Financial Partners first reported a position in CWEN in Q3 2025 and held it in 3 quarters. The position peaked at $10.2K in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Root Financial Partners reported no remaining Clearway Energy Class C position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 260 Clearway Energy Class C shares in Q2 2026, an estimated $10.2K.
  • Root Financial Partners first reported a position in Clearway Energy Class C in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Clearway Energy Class C position peaked at $10.2K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.