Creative Planning

Position in CWEN — Clearway Energy, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CWEN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,520,876

+$116,721 QoQ

Shares Held

73,753

+6.5% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#112

of 479 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Creative Planning holds $7,640,570 across 7 Utilities - Renewable names. CWEN ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CWEN	Clearway Energy, Inc. This page	73,753	$2,520,876
2	ORA	Ormat Technologies, Inc.	17,388	$1,893,552
3	BEPC	Brookfield Renewable Corp	37,986	$1,410,040
4	RNW	ReNew Energy Global plc	112,971	$706,068
5	FLNC	Fluence Energy, Inc.	30,861	$613,516
6	NRGV	Energy Vault Holdings, Inc.	105,418	$496,518
7	AXIAY	AXIA Energia S.A.	86,657	$0

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,520,876	73,753	+20.5%	Shares	Defined	2026-08-13
2026-03-31 CWEN-A	—	8,051	+0.5%	Shares	Sole	2026-05-12
2026-03-31	$2,404,155	61,190	+5.9%	Shares	Sole	2026-05-12
2025-12-31 CWEN-A	—	8,009	+5.7%	Shares	Sole	2026-02-17
2025-12-31	$1,921,729	57,779	+90.9%	Shares	Sole	2026-02-17
2025-09-30 CWEN-A	—	7,578	—	Shares	Sole	2025-11-14
2025-09-30	$854,986	30,265	+49.2%	Shares	Defined	2025-11-14
2025-06-30	$648,992	20,281	+8.5%	Shares	Defined	2025-08-08
2025-03-31	$566,018	18,699	+4.9%	Shares	Sole	2025-05-15
2024-12-31	$463,684	17,834	+8.4%	Shares	Defined	2025-02-14
2024-09-30	$504,685	16,450	+23.5%	Shares	Defined	2024-10-11
2024-06-30	$328,770	13,316	+25.3%	Shares	Defined	2024-08-15
2024-03-31	$244,906	10,625	-26.2%	Shares	Defined	2024-05-13
2023-12-31	$394,991	14,400	-10.7%	Shares	Defined	2024-02-14
2023-09-30	$341,225	16,126	+771.7%	Shares	Defined	2023-11-16
2022-03-31	$67,543	1,850	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.