TAFW
CWEN.A

Tred Avon Family Wealth’s Clearway Energy Class A CWEN.A Stock Holding History

Tred Avon Family Wealth’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 		$1.1M Sell
28,069
-4,845
-15% -$173K 0.36% 74
2025
Q4 		$1.03M Sell
32,914
-1,533
-4% -$48K 0.34% 73
2025
Q3 		$928K Buy
+34,447
New +$985K 0.32% 86

Other funds holding CWEN.A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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 $3.37T AUM 44.26% 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

Tred Avon Family Wealth's CWEN.A Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Clearway Energy Class A (CWEN.A) stake by 15% in Q1 2026, selling an estimated $173K and leaving 28,069 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #74.

Tred Avon Family Wealth 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.

  • Tred Avon Family Wealth held 28,069 shares of Clearway Energy Class A worth $1.1M as of Q1 2026.
  • Tred Avon Family Wealth sold 4,845 Clearway Energy Class A shares in Q1 2026, an estimated $173K.
  • Clearway Energy Class A made up 0.36% of Tred Avon Family Wealth's portfolio in Q1 2026, its #74 holding.
  • Tred Avon Family Wealth 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 Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.