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SageView Advisory Group’s Clearway Energy Class C CWEN Stock Holding History

SageView Advisory Group’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 		– Sell
-141
Closed -$4.69K – 1023
2025
Q4 		$4.69K Buy
+141
New +$4.69K ﹤0.01% 1987

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

SageView Advisory Group's CWEN Position: Q1 2026 in Review

SageView Advisory Group sold out of Clearway Energy Class C (CWEN) in Q1 2026, closing a stake of 141 shares — an estimated $4.69K sold.

SageView Advisory Group first reported a position in CWEN in Q4 2025 and held it in 1 quarter. The position peaked at $4.69K in Q4 2025. 410 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

  • SageView Advisory Group reported no remaining Clearway Energy Class C position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 141 Clearway Energy Class C shares in Q1 2026, an estimated $4.69K.
  • SageView Advisory Group first reported a position in Clearway Energy Class C in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Clearway Energy Class C position peaked at $4.69K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.