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

Spire 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	–	Sell	-200	Closed	-$7.86K	–	2261
2026 Q1	$7.86K	Buy	+200	New	+$7.47K	﹤0.01%	1705
2025 Q3	–	Sell	-181	Closed	-$5.79K	–	2384
2025 Q2	$5.79K	Hold	181	–	–	﹤0.01%	1902
2025 Q1	$5.48K	Hold	181	–	–	﹤0.01%	2033
2024 Q4	$4.71K	Hold	181	–	–	﹤0.01%	2059
2024 Q3	$5.55K	Buy	+181	New	+$5K	﹤0.01%	1793
2023 Q4	–	Sell	-181	Closed	-$3.83K	–	2385
2023 Q3	$3.83K	Hold	181	–	–	﹤0.01%	1998
2023 Q2	$5.17K	Hold	181	–	–	﹤0.01%	1993
2023 Q1	$5.67K	Sell	181 -150	-45%	-$4.82K	﹤0.01%	2005
2022 Q4	$11K	Hold	331	–	–	﹤0.01%	1567
2022 Q3	$11K	Sell	331 -50	-13%	-$1.84K	﹤0.01%	1531
2022 Q2	$13K	Buy	381 +19	+5%	+$640	﹤0.01%	1824
2022 Q1	$13K	Hold	362	–	–	﹤0.01%	1941
2021 Q4	$13K	Buy	+362	New	+$12.8K	﹤0.01%	2267

Other funds holding CWEN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Spire Wealth Management sold out of Clearway Energy Class C (CWEN) in Q2 2026, closing a stake of 200 shares — an estimated $7.86K sold.

Spire Wealth Management first reported a position in CWEN in Q4 2021 and held it in 13 quarters. The position peaked at $13K in Q2 2022. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Spire Wealth Management reported no remaining Clearway Energy Class C position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 200 Clearway Energy Class C shares in Q2 2026, an estimated $7.86K.
Spire Wealth Management first reported a position in Clearway Energy Class C in Q4 2021 and held it in 13 quarters.
Spire Wealth Management's Clearway Energy Class C position peaked at $13K in Q2 2022.
482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.