Wealthspire Advisors (New York)’s Clearway Energy Class C CWEN Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-6,224	Closed	-$207K	–	973
2025 Q4	$207K	Sell	6,224 -163	-3%	-$5.42K	﹤0.01%	963
2025 Q3	$180K	Sell	6,387 -430	-6%	-$13K	﹤0.01%	829
2025 Q2	$218K	Buy	6,817 +13	+0.2%	+$388	﹤0.01%	762
2025 Q1	$206K	Buy	+6,804	New	+$185K	﹤0.01%	737
2024 Q4	–	Sell	-7,007	Closed	-$215K	–	805
2024 Q3	$215K	Buy	+7,007	New	+$194K	﹤0.01%	695
2024 Q2	–	Sell	-9,641	Closed	-$222K	–	671
2024 Q1	$222K	Sell	9,641 -835	-8%	-$19.6K	﹤0.01%	576
2023 Q4	$287K	Hold	10,476	–	–	﹤0.01%	535
2023 Q3	$222K	Buy	+10,476	New	+$266K	﹤0.01%	550

Other funds holding CWEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s CWEN Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Clearway Energy Class C (CWEN) in Q1 2026, closing a stake of 6,224 shares — an estimated $207K sold.

Wealthspire Advisors (New York) first reported a position in CWEN in Q3 2023 and held it in 8 quarters. The position peaked at $287K in Q4 2023. 410 funds tracked by Wall St. Rank hold CWEN as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Clearway Energy Class C position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 6,224 Clearway Energy Class C shares in Q1 2026, an estimated $207K.
Wealthspire Advisors (New York) first reported a position in Clearway Energy Class C in Q3 2023 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Clearway Energy Class C position peaked at $287K in Q4 2023.
410 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.