Spirit of America Management Corp’s Clearway Energy Class C CWEN Stock Holding History

Spirit of America Management Corp’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	$833K	Buy	24,370 +294	+1%	+$11.4K	0.16%	137
2026 Q1	$946K	Buy	24,076 +276	+1%	+$10.3K	0.19%	132
2025 Q4	$792K	Buy	23,800 +3,000	+14%	+$99.8K	0.17%	140
2025 Q3	$588K	Buy	20,800 +5,500	+36%	+$167K	0.12%	171
2025 Q2	$490K	Buy	15,300 +750	+5%	+$22.4K	0.1%	181
2025 Q1	$440K	Buy	14,550 +2,000	+16%	+$54.4K	0.09%	184
2024 Q4	$326K	Buy	12,550 +5,750	+85%	+$159K	0.07%	208
2024 Q3	$209K	Buy	6,800 +1,000	+17%	+$27.6K	0.04%	230
2024 Q2	$143K	Hold	5,800	–	–	0.03%	259
2024 Q1	$134K	Buy	5,800 +500	+9%	+$11.8K	0.03%	244
2023 Q4	$145K	Hold	5,300	–	–	0.03%	227
2023 Q3	$112K	Buy	5,300 +1,000	+23%	+$25.4K	0.03%	212
2023 Q2	$123K	Buy	+4,300	New	+$130K	0.03%	208

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

Spirit of America Management Corp's CWEN Position: Q2 2026 in Review

Spirit of America Management Corp increased its Clearway Energy Class C (CWEN) stake by 1.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 24,370 shares worth $833K. The position accounts for 0.16% of the portfolio, ranked #137.

Spirit of America Management Corp first reported a position in CWEN in Q2 2023 and has held it in 13 quarters since. The position peaked at $946K in Q1 2026. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Spirit of America Management Corp held 24,370 shares of Clearway Energy Class C worth $833K as of Q2 2026.
Spirit of America Management Corp bought 294 Clearway Energy Class C shares in Q2 2026, an estimated $11.4K.
Clearway Energy Class C made up 0.16% of Spirit of America Management Corp's portfolio in Q2 2026, its #137 holding.
Spirit of America Management Corp first reported a position in Clearway Energy Class C in Q2 2023 and has held it in 13 quarters since.
Spirit of America Management Corp's Clearway Energy Class C position peaked at $946K in Q1 2026.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.