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 Q3	$5.85K	Buy	+200	New	+$6.44K	﹤0.01%	1762
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Spire Wealth Management's CWEN Position: Q3 2026 in Review

Spire Wealth Management opened a new position in Clearway Energy Class C (CWEN) in Q3 2026: 200 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #1762 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in CWEN as recently as Q1 2026.

Spire Wealth Management first reported a position in CWEN in Q4 2021 and has held it in 14 quarters since. The position peaked at $13K in Q2 2022. 264 funds tracked by Wall St. Rank hold CWEN as of Q3 2026.

Spire Wealth Management held 200 shares of Clearway Energy Class C worth $5.85K as of Q3 2026.
Clearway Energy Class C was a new Spire Wealth Management position in Q3 2026.
Clearway Energy Class C made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1762 holding.
Spire Wealth Management first reported a position in Clearway Energy Class C in Q4 2021 and has held it in 14 quarters since.
Spire Wealth Management's Clearway Energy Class C position peaked at $13K in Q2 2022.
264 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.