SummitTX Capital’s Clearway Energy Class C CWEN Stock Holding History

SummitTX Capital’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 Q4	–	Sell	-39,608	Closed	-$1.12M	–	744
2025 Q3	$1.12M	Buy	+39,608	New	+$1.2M	0.05%	362

Other funds holding CWEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SummitTX Capital's CWEN Position: Q4 2025 in Review

SummitTX Capital sold out of Clearway Energy Class C (CWEN) in Q4 2025, closing a stake of 39,608 shares — an estimated $1.12M sold.

SummitTX Capital first reported a position in CWEN in Q3 2025 and held it in 1 quarter. The position peaked at $1.12M in Q3 2025. 385 funds tracked by Wall St. Rank hold CWEN as of Q4 2025.

SummitTX Capital reported no remaining Clearway Energy Class C position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 39,608 Clearway Energy Class C shares in Q4 2025, an estimated $1.12M.
SummitTX Capital first reported a position in Clearway Energy Class C in Q3 2025 and held it in 1 quarter.
SummitTX Capital's Clearway Energy Class C position peaked at $1.12M in Q3 2025.
385 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.