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Summit Securities Group’s Clearway Energy Class C CWEN Stock Holding History

Summit Securities Group’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
2025
Q3 		– Sell
-677
Closed -$21.7K – 1093
2025
Q2 		$21.7K Buy
+677
New +$20.2K ﹤0.01% 708
2015
Q4 		– Sell
-100
Closed -$1K – 312
2015
Q3 		$1K Buy
+100
New +$1.73K ﹤0.01% 322

Other funds holding CWEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Securities Group's CWEN Position: Q3 2025 in Review

Summit Securities Group sold out of Clearway Energy Class C (CWEN) in Q3 2025, closing a stake of 677 shares — an estimated $21.7K sold.

Summit Securities Group first reported a position in CWEN in Q3 2015 and held it in 2 quarters. The position peaked at $21.7K in Q2 2025. 374 funds tracked by Wall St. Rank hold CWEN as of Q3 2025.

  • Summit Securities Group reported no remaining Clearway Energy Class C position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 677 Clearway Energy Class C shares in Q3 2025, an estimated $21.7K.
  • Summit Securities Group first reported a position in Clearway Energy Class C in Q3 2015 and held it in 2 quarters.
  • Summit Securities Group's Clearway Energy Class C position peaked at $21.7K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.