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

True Wealth Design’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 Q2	–	Sell	-7	Closed	-$275	–	2710
2026 Q1	$275	Hold	7	–	–	﹤0.01%	2246
2025 Q4	$220	Hold	7	–	–	﹤0.01%	2206
2025 Q3	$189	Sell	7 -4	-36%	-$114	﹤0.01%	2315
2025 Q2	$333	Hold	11	–	–	﹤0.01%	1888
2025 Q1	$314	Buy	+11	New	+$282	﹤0.01%	1747

Other funds holding CWEN.A

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design sold out of Clearway Energy Class A (CWEN.A) in Q2 2026, closing a stake of 7 shares — an estimated $275 sold.

True Wealth Design first reported a position in CWEN.A in Q1 2025 and held it in 5 quarters. The position peaked at $333 in Q2 2025. 1 fund tracked by Wall St. Rank holds CWEN.A as of Q2 2026.

True Wealth Design reported no remaining Clearway Energy Class A position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 7 Clearway Energy Class A shares in Q2 2026, an estimated $275.
True Wealth Design first reported a position in Clearway Energy Class A in Q1 2025 and held it in 5 quarters.
True Wealth Design's Clearway Energy Class A position peaked at $333 in Q2 2025.
1 fund tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2026.

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