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 Q1	$393	Hold	10	–	–	﹤0.01%	1664
2025 Q4	$333	Buy	+10	New	+$333	﹤0.01%	1417

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's CWEN Position: Q1 2026 in Review

SHP Wealth Management held its Clearway Energy Class C (CWEN) position steady in Q1 2026 at 10 shares worth $393. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

SHP Wealth Management first reported a position in CWEN in Q4 2025 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

SHP Wealth Management held 10 shares of Clearway Energy Class C worth $393 as of Q1 2026.
SHP Wealth Management left its Clearway Energy Class C share count unchanged in Q1 2026.
Clearway Energy Class C made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1664 holding.
SHP Wealth Management first reported a position in Clearway Energy Class C in Q4 2025 and has held it in 2 quarters since.
409 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.