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Sequoia Financial Advisors’s Clearway Energy Class C CWEN Stock Holding History

Sequoia Financial Advisors’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 		$295K Buy
8,644
+2,571
+42% +$99.6K ﹤0.01% 1683
2026
Q1 		$239K Buy
+6,073
New +$227K ﹤0.01% 1694

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's CWEN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Clearway Energy Class C (CWEN) stake by 42% in Q2 2026, buying an estimated $99.6K and bringing the position to 8,644 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Sequoia Financial Advisors first reported a position in CWEN in Q1 2026 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Sequoia Financial Advisors held 8,644 shares of Clearway Energy Class C worth $295K as of Q2 2026.
  • Sequoia Financial Advisors bought 2,571 Clearway Energy Class C shares in Q2 2026, an estimated $99.6K.
  • Clearway Energy Class C made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1683 holding.
  • Sequoia Financial Advisors first reported a position in Clearway Energy Class C in Q1 2026 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.