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Summit Global Investments’s Clearway Energy Class C CWEN Stock Holding History

Summit Global Investments’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 		$337K Buy
+9,848
New +$382K 0.02% 423
2024
Q4 		– Sell
-26,423
Closed -$811K – 555
2024
Q3 		$811K Sell
26,423
-9,062
-26% -$250K 0.05% 271
2024
Q2 		$876K Buy
+35,485
New +$897K 0.06% 263
2023
Q4 		– Sell
-53,453
Closed -$1.13M – 528
2023
Q3 		$1.13M Sell
53,453
-1,134
-2% -$28.8K 0.08% 198
2023
Q2 		$1.56M Sell
54,587
-8,803
-14% -$266K 0.1% 157
2023
Q1 		$1.99M Buy
+63,390
New +$2.04M 0.15% 132
2019
Q1 		– Sell
-37,400
Closed -$645K – 284
2018
Q4 		$645K Buy
+37,400
New +$697K 0.1% 173

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

Summit Global Investments's CWEN Position: Q2 2026 in Review

Summit Global Investments opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 9,848 shares worth $337K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in CWEN as recently as Q3 2024.

Summit Global Investments first reported a position in CWEN in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.99M in Q1 2023. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Summit Global Investments held 9,848 shares of Clearway Energy Class C worth $337K as of Q2 2026.
  • Clearway Energy Class C was a new Summit Global Investments position in Q2 2026.
  • Clearway Energy Class C made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #423 holding.
  • Summit Global Investments first reported a position in Clearway Energy Class C in Q4 2018 and has held it in 7 quarters since.
  • Summit Global Investments's Clearway Energy Class C position peaked at $1.99M in Q1 2023.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.