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

Summit Global Investments’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-23,010	Closed	-$901K	–	532
2026 Q1	$901K	Buy	23,010 +5,337	+30%	+$190K	0.05%	213
2025 Q4	$555K	Buy	17,673 +8,603	+95%	+$269K	0.03%	293
2025 Q3	$244K	Buy	+9,070	New	+$259K	0.01%	426
2025 Q1	–	Sell	-49,739	Closed	-$1.22M	–	470
2024 Q4	$1.22M	Sell	49,739 -9,247	-16%	-$240K	0.08%	178
2024 Q3	$1.68M	Buy	+58,986	New	+$1.51M	0.11%	148

Other funds holding CWEN.A

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Summit Global Investments sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 23,010 shares — an estimated $901K sold.

Summit Global Investments first reported a position in CWEN.A in Q3 2024 and held it in 5 quarters. The position peaked at $1.68M in Q3 2024. 3 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2026.

Summit Global Investments reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
Summit Global Investments sold 23,010 Clearway Energy Class A shares in Q2 2026, an estimated $901K.
Summit Global Investments first reported a position in Clearway Energy Class A in Q3 2024 and held it in 5 quarters.
Summit Global Investments's Clearway Energy Class A position peaked at $1.68M in Q3 2024.
3 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

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