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SHP Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

SHP Wealth Management’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 		$342 Hold
10
– – ﹤0.01% 1809
2026
Q1 		$393 Hold
10
– – ﹤0.01% 1664
2025
Q4 		$333 Buy
+10
New +$333 ﹤0.01% 1417

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

SHP Wealth Management's CWEN Position: Q2 2026 in Review

SHP Wealth Management held its Clearway Energy Class C (CWEN) position steady in Q2 2026 at 10 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

SHP Wealth Management first reported a position in CWEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $393 in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • SHP Wealth Management held 10 shares of Clearway Energy Class C worth $342 as of Q2 2026.
  • SHP Wealth Management left its Clearway Energy Class C share count unchanged in Q2 2026.
  • Clearway Energy Class C made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1809 holding.
  • SHP Wealth Management first reported a position in Clearway Energy Class C in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Clearway Energy Class C position peaked at $393 in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.