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SVB Wealth’s Clearway Energy Class C CWEN Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,132
Closed -$64.5K – 783
2025
Q1 		$64.5K Sell
2,132
-5,729
-73% -$156K ﹤0.01% 478
2024
Q4 		$204K Buy
+7,861
New +$217K ﹤0.01% 679
2023
Q4 		– Sell
-12,340
Closed -$261K – 896
2023
Q3 		$261K Sell
12,340
-565
-4% -$14.4K 0.01% 664
2023
Q2 		$369K Sell
12,905
-1,447
-10% -$43.7K 0.01% 587
2023
Q1 		$450K Sell
14,352
-1,486
-9% -$47.7K 0.01% 565
2022
Q4 		$505K Buy
15,838
+5,034
+47% +$170K 0.01% 559
2022
Q3 		$345K Buy
10,804
+1,532
+17% +$56.4K 0.01% 643
2022
Q2 		$323K Buy
9,272
+256
+3% +$8.62K 0.01% 539
2022
Q1 		$330K Buy
+9,016
New +$307K ﹤0.01% 561
2021
Q4 		– Sell
-27,109
Closed -$821K – 847
2021
Q3 		$821K Buy
27,109
+11,816
+77% +$352K 0.01% 446
2021
Q2 		$405K Buy
15,293
+2,629
+21% +$72.1K 0.01% 643
2021
Q1 		$357K Buy
12,664
+4,592
+57% +$141K 0.01% 624
2020
Q4 		$258K Buy
+8,072
New +$242K ﹤0.01% 674

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVB Wealth's CWEN Position: Q2 2025 in Review

SVB Wealth sold out of Clearway Energy Class C (CWEN) in Q2 2025, closing a stake of 2,132 shares — an estimated $64.5K sold.

SVB Wealth first reported a position in CWEN in Q4 2020 and held it in 13 quarters. The position peaked at $821K in Q3 2021. 377 funds tracked by Wall St. Rank hold CWEN as of Q2 2025.

  • SVB Wealth reported no remaining Clearway Energy Class C position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,132 Clearway Energy Class C shares in Q2 2025, an estimated $64.5K.
  • SVB Wealth first reported a position in Clearway Energy Class C in Q4 2020 and held it in 13 quarters.
  • SVB Wealth's Clearway Energy Class C position peaked at $821K in Q3 2021.
  • 377 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.