Rothschild Investment LLC’s Clearway Energy Class A CWEN.A Stock Holding History

Rothschild Investment LLC’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	-55	Closed	-$2.15K	–	3660
2026 Q1	$2.15K	Buy	55 +31	+129%	+$1.1K	﹤0.01%	2527
2025 Q4	$754	Buy	24 +18	+300%	+$563	﹤0.01%	2776
2025 Q3	$162	Buy	+6	New	+$172	﹤0.01%	3027

Other funds holding CWEN.A

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

Rothschild Investment LLC's CWEN.A Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 55 shares — an estimated $2.15K sold.

Rothschild Investment LLC first reported a position in CWEN.A in Q3 2025 and held it in 3 quarters. The position peaked at $2.15K in Q1 2026. 1 fund tracked by Wall St. Rank holds CWEN.A as of Q2 2026.

Rothschild Investment LLC reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
Rothschild Investment LLC sold 55 Clearway Energy Class A shares in Q2 2026, an estimated $2.15K.
Rothschild Investment LLC first reported a position in Clearway Energy Class A in Q3 2025 and held it in 3 quarters.
Rothschild Investment LLC's Clearway Energy Class A position peaked at $2.15K in Q1 2026.
1 fund tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.