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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
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

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 $3.37T AUM 44.26% 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

Simon Quick Advisors's CWEN Position: Q2 2026 in Review

Simon Quick Advisors increased its Clearway Energy Class C (CWEN) stake by 0.23% in Q2 2026, buying an estimated $1.32K and bringing the position to 15,034 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #268.

Simon Quick Advisors first reported a position in CWEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $589K in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Simon Quick Advisors held 15,034 shares of Clearway Energy Class C worth $514K as of Q2 2026.
  • Simon Quick Advisors bought 34 Clearway Energy Class C shares in Q2 2026, an estimated $1.32K.
  • Clearway Energy Class C made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #268 holding.
  • Simon Quick Advisors first reported a position in Clearway Energy Class C in Q4 2025 and has held it in 3 quarters since.
  • Simon Quick Advisors's Clearway Energy Class C position peaked at $589K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.