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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's CWEN Position: Q1 2026 in Review

Root Financial Partners increased its Clearway Energy Class C (CWEN) stake by 102% in Q1 2026, buying an estimated $4.89K and bringing the position to 260 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Root Financial Partners first reported a position in CWEN in Q3 2025 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

  • Root Financial Partners held 260 shares of Clearway Energy Class C worth $10.2K as of Q1 2026.
  • Root Financial Partners bought 131 Clearway Energy Class C shares in Q1 2026, an estimated $4.89K.
  • Clearway Energy Class C made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1677 holding.
  • Root Financial Partners first reported a position in Clearway Energy Class C in Q3 2025 and has held it in 3 quarters since.
  • 408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.