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True Wealth Design’s Clearway Energy Class C CWEN Stock Holding History

True Wealth Design’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 		$240 Buy
+7
New +$271 ﹤0.01% 2408
2025
Q4 		– Sell
-2
Closed -$57 – 2627
2025
Q3 		$57 Sell
2
-11
-85% -$333 ﹤0.01% 2554
2025
Q2 		$416 Hold
13
– – ﹤0.01% 1818
2025
Q1 		$394 Buy
+13
New +$354 ﹤0.01% 1649

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

True Wealth Design's CWEN Position: Q2 2026 in Review

True Wealth Design opened a new position in Clearway Energy Class C (CWEN) in Q2 2026: 7 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #2408 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CWEN as recently as Q3 2025.

True Wealth Design first reported a position in CWEN in Q1 2025 and has held it in 4 quarters since. The position peaked at $416 in Q2 2025. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

  • True Wealth Design held 7 shares of Clearway Energy Class C worth $240 as of Q2 2026.
  • Clearway Energy Class C was a new True Wealth Design position in Q2 2026.
  • Clearway Energy Class C made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2408 holding.
  • True Wealth Design first reported a position in Clearway Energy Class C in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's Clearway Energy Class C position peaked at $416 in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.