Position in CWEN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,111,943
-$188,791 QoQ
Shares Held
32,532
-1.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#167
of 479 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWEN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $1,400,636 across 3 Utilities - Renewable names. CWEN ranks #1 (79.4% of the industry book) .
All Filings in CWEN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,111,943 | 32,532 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,300,734 | 33,106 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,100,141 | 33,077 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $951,375 | 33,677 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,085,024 | 33,907 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,076,280 | 35,556 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $924,430 | 35,555 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,091,686 | 35,583 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $875,359 | 35,454 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $834,963 | 36,224 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,104,715 | 40,274 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,000,931 | 47,303 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||