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Summit Trail Advisors’s Clearway Energy Class C CWEN Stock Holding History

Summit Trail Advisors’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 		$2M Buy
58,476
+28,209
+93% +$1.09M 0.03% 612
2026
Q1 		$1.19M Buy
30,267
+10,257
+51% +$383K 0.02% 858
2025
Q4 		$666K Buy
20,010
+1,247
+7% +$41.5K 0.01% 993
2025
Q3 		$530K Buy
18,763
+6,422
+52% +$195K 0.01% 1064
2025
Q2 		$395K Buy
12,341
+5,140
+71% +$154K 0.01% 813
2025
Q1 		$218K Buy
+7,201
New +$196K 0.01% 366
2018
Q3 		– Sell
-3,550
Closed -$61K – 318
2018
Q2 		$61K Sell
3,550
-37,412
-91% -$655K 0.02% 283
2018
Q1 		$688K Buy
40,962
+40,737
+18,105% +$714K 0.12% 170
2017
Q4 		$4K Buy
+225
New +$4.27K ﹤0.01% 1463

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 Trail Advisors's CWEN Position: Q2 2026 in Review

Summit Trail Advisors increased its Clearway Energy Class C (CWEN) stake by 93% in Q2 2026, buying an estimated $1.09M and bringing the position to 58,476 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #612.

Summit Trail Advisors first reported a position in CWEN in Q4 2017 and has held it in 9 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Summit Trail Advisors held 58,476 shares of Clearway Energy Class C worth $2M as of Q2 2026.
  • Summit Trail Advisors bought 28,209 Clearway Energy Class C shares in Q2 2026, an estimated $1.09M.
  • Clearway Energy Class C made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #612 holding.
  • Summit Trail Advisors first reported a position in Clearway Energy Class C in Q4 2017 and has held it in 9 quarters since.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.