Position in CWEN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$325,974
-$137,175 QoQ
Shares Held
9,537
-19.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 477 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 4%
Shared 96%
None 0%
Common Shares in CWEN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $594,366 across 3 Utilities - Renewable names. CWEN ranks #1 (54.8% of the industry book) .
All Filings in CWEN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,974 | 9,537 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $463,149 | 11,788 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $387,944 | 11,664 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $332,106 | 11,756 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $242,880 | 7,590 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,171 | 10,379 | Shares | Other | 2025-05-15 | |
| 2024-06-30 | $241,961 | 9,800 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $221,414 | 8,072 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $277,280 | 13,104 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||