Position in CWEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$467,719
+$228,679 QoQ
Shares Held
13,684
-4.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 479 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in CWEN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $3,624,059 across 5 Utilities - Renewable names. CWEN ranks #3 (12.9% of the industry book) .
All Filings in CWEN
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,719 | 13,684 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 CWEN-A | — | 8,269 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $239,040 | 6,084 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 CWEN-A | — | 8,116 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 CWEN-A | — | 8,235 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 CWEN-A | — | 7,781 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 CWEN-A | — | 7,830 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 CWEN-A | — | 7,153 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 CWEN-A | — | 10,149 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $348,525 | 12,706 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 CWEN-A | — | 7,022 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 CWEN-A | — | 7,343 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 CWEN-A | — | 7,094 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 CWEN-A | — | 6,900 | Shares | Sole | 2022-08-23 | |
| 2022-06-30 | $171,029 | 4,909 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 CWEN-A | — | 6,729 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $145,565 | 3,987 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 CWEN-A | — | 6,651 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $85,571 | 2,375 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 CWEN-A | — | 6,937 | Shares | Sole | 2021-11-16 | |
| 2021-09-30 | $68,016 | 2,247 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 CWEN-A | — | 6,911 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $68,344 | 2,581 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 CWEN-A | — | 2,754 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $111,490 | 3,962 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 CWEN-A | — | 2,460 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $114,181 | 3,576 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 CWEN-A | — | 2,460 | Shares | Sole | 2020-11-17 | |
| 2020-09-30 | $84,115 | 3,120 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 CWEN-A | — | 2,460 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $56,727 | 2,460 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||