STA
CWEN.A

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

Summit Trail Advisors’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
Q1 		$977K Buy
24,937
+8,333
+50% +$297K 0.01% 935
2025
Q4 		$522K Sell
16,604
-8,567
-34% -$268K 0.01% 1063
2025
Q3 		$678K Buy
+25,171
New +$720K 0.01% 989

Other funds holding CWEN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Summit Trail Advisors's CWEN.A Position: Q1 2026 in Review

Summit Trail Advisors increased its Clearway Energy Class A (CWEN.A) stake by 50% in Q1 2026, buying an estimated $297K and bringing the position to 24,937 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #935.

Summit Trail Advisors first reported a position in CWEN.A in Q3 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2026.

  • Summit Trail Advisors held 24,937 shares of Clearway Energy Class A worth $977K as of Q1 2026.
  • Summit Trail Advisors bought 8,333 Clearway Energy Class A shares in Q1 2026, an estimated $297K.
  • Clearway Energy Class A made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #935 holding.
  • Summit Trail Advisors first reported a position in Clearway Energy Class A in Q3 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.