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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Asset Management's CWEN Position: Q1 2026 in Review

Synergy Asset Management reduced its Clearway Energy Class C (CWEN) stake by 1.1% in Q1 2026, selling an estimated $37.6K and leaving 89,641 shares worth $3.52M. The position accounts for 0.37% of the portfolio, ranked #51.

Synergy Asset Management first reported a position in CWEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.47M in Q3 2025. 408 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

  • Synergy Asset Management held 89,641 shares of Clearway Energy Class C worth $3.52M as of Q1 2026.
  • Synergy Asset Management sold 1,006 Clearway Energy Class C shares in Q1 2026, an estimated $37.6K.
  • Clearway Energy Class C made up 0.37% of Synergy Asset Management's portfolio in Q1 2026, its #51 holding.
  • Synergy Asset Management first reported a position in Clearway Energy Class C in Q3 2025 and has held it in 3 quarters since.
  • Synergy Asset Management's Clearway Energy Class C position peaked at $6.47M in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.