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

Root Financial Partners’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-124	Closed	-$4.86K	–	1061
2026 Q1	$4.86K	Buy	124 +70	+130%	+$2.49K	﹤0.01%	1970
2025 Q4	$1.7K	Buy	54 +6	+13%	+$188	﹤0.01%	2013
2025 Q3	$1.29K	Buy	+48	New	+$1.37K	﹤0.01%	2018

Other funds holding CWEN.A

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Root Financial Partners sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 124 shares — an estimated $4.86K sold.

Root Financial Partners first reported a position in CWEN.A in Q3 2025 and held it in 3 quarters. The position peaked at $4.86K in Q1 2026. 1 fund tracked by Wall St. Rank holds CWEN.A as of Q2 2026.

Root Financial Partners reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 124 Clearway Energy Class A shares in Q2 2026, an estimated $4.86K.
Root Financial Partners first reported a position in Clearway Energy Class A in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Clearway Energy Class A position peaked at $4.86K in Q1 2026.
1 fund tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

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