SMWM
CWEN icon

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

Silvia McColl 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
Q3 		$214K Hold
7,295
– – 0.13% 113
2026
Q2 		$249K Buy
7,295
+940
+15% +$36.4K 0.15% 106
2026
Q1 		$250K Sell
6,355
-180
-3% -$6.72K 0.16% 105
2025
Q4 		$217K Buy
+6,535
New +$217K 0.14% 109
2025
Q3 		– Sell
-6,680
Closed -$214K – 118
2025
Q2 		$214K Hold
6,680
– – 0.16% 105
2025
Q1 		$202K Sell
6,680
-1,275
-16% -$34.7K 0.15% 107
2024
Q4 		$207K Hold
7,955
– – 0.16% 103
2024
Q3 		$244K Buy
+7,955
New +$220K 0.18% 95
2024
Q1 		– Sell
-8,705
Closed -$239K – 111
2023
Q4 		$239K Buy
+8,705
New +$203K 0.22% 89
2023
Q2 		– Sell
-8,223
Closed -$258K – 107
2023
Q1 		$258K Hold
8,223
– – 0.26% 84
2022
Q4 		$262K Buy
+8,223
New +$277K 0.26% 87

Other funds holding CWEN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Silvia McColl Wealth Management's CWEN Position: Q3 2026 in Review

Silvia McColl Wealth Management held its Clearway Energy Class C (CWEN) position steady in Q3 2026 at 7,295 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #113.

Silvia McColl Wealth Management first reported a position in CWEN in Q4 2022 and has held it in 11 quarters since. The position peaked at $262K in Q4 2022. 11 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

  • Silvia McColl Wealth Management held 7,295 shares of Clearway Energy Class C worth $214K as of Q3 2026.
  • Silvia McColl Wealth Management left its Clearway Energy Class C share count unchanged in Q3 2026.
  • Clearway Energy Class C made up 0.13% of Silvia McColl Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Silvia McColl Wealth Management first reported a position in Clearway Energy Class C in Q4 2022 and has held it in 11 quarters since.
  • Silvia McColl Wealth Management's Clearway Energy Class C position peaked at $262K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.