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Synergy Asset Management’s Clearway Energy Class C CWEN Stock Holding History

Synergy Asset Management’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 		$2.6M Sell
76,149
-13,492
-15% -$523K 0.25% 69
2026
Q1 		$3.52M Sell
89,641
-1,006
-1% -$37.6K 0.37% 51
2025
Q4 		$3.01M Sell
90,647
-138,489
-60% -$4.61M 0.31% 59
2025
Q3 		$6.47M Buy
+229,136
New +$6.94M 0.23% 71

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

Synergy Asset Management's CWEN Position: Q2 2026 in Review

Synergy Asset Management reduced its Clearway Energy Class C (CWEN) stake by 15% in Q2 2026, selling an estimated $523K and leaving 76,149 shares worth $2.6M. The position accounts for 0.25% of the portfolio, ranked #69.

Synergy Asset Management first reported a position in CWEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.47M in Q3 2025. 482 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • Synergy Asset Management held 76,149 shares of Clearway Energy Class C worth $2.6M as of Q2 2026.
  • Synergy Asset Management sold 13,492 Clearway Energy Class C shares in Q2 2026, an estimated $523K.
  • Clearway Energy Class C made up 0.25% of Synergy Asset Management's portfolio in Q2 2026, its #69 holding.
  • Synergy Asset Management first reported a position in Clearway Energy Class C in Q3 2025 and has held it in 4 quarters since.
  • Synergy Asset Management's Clearway Energy Class C position peaked at $6.47M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.