Simon Quick Advisors’s Clearway Energy Class C CWEN Stock Holding History

Simon Quick 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 Q3	$459K	Buy	15,681 +647	+4%	+$20.8K	0.02%	297
2026 Q2	$514K	Buy	15,034 +34	+0.2%	+$1.32K	0.02%	268
2026 Q1	$589K	Buy	15,000 +6,966	+87%	+$260K	0.03%	230
2025 Q4	$267K	Buy	+8,034	New	+$267K	0.01%	324

Other funds holding CWEN

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return

Simon Quick Advisors's CWEN Position: Q3 2026 in Review

Simon Quick Advisors increased its Clearway Energy Class C (CWEN) stake by 4.3% in Q3 2026, buying an estimated $20.8K and bringing the position to 15,681 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #297.

Simon Quick Advisors first reported a position in CWEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $589K in Q1 2026. 114 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

Simon Quick Advisors held 15,681 shares of Clearway Energy Class C worth $459K as of Q3 2026.
Simon Quick Advisors bought 647 Clearway Energy Class C shares in Q3 2026, an estimated $20.8K.
Clearway Energy Class C made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #297 holding.
Simon Quick Advisors first reported a position in Clearway Energy Class C in Q4 2025 and has held it in 4 quarters since.
Simon Quick Advisors's Clearway Energy Class C position peaked at $589K in Q1 2026.
114 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.