Position in CWEN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$20,747
+$945 QoQ
Shares Held
607
-32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#383
of 479 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWEN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $789,127 across 3 Utilities - Renewable names. CWEN ranks #2 (2.6% of the industry book) .
All Filings in CWEN
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,747 | 607 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 CWEN-A | — | 395 | Shares | Defined | 2026-04-27 | |
| 2026-03-31 | $19,802 | 504 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 CWEN-A | — | 395 | Shares | Defined | 2026-02-05 | |
| 2025-12-31 | $16,763 | 504 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 CWEN-A | — | 395 | Shares | Defined | 2025-10-27 | |
| 2025-09-30 | $13,588 | 481 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 CWEN-A | — | 395 | Shares | Defined | 2025-07-15 | |
| 2025-06-30 | $16,064 | 502 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 CWEN-A | — | 352 | Shares | Defined | 2025-04-29 | |
| 2025-03-31 | $14,650 | 484 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 CWEN-A | — | 352 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $12,584 | 484 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 CWEN-A | — | 352 | Shares | Defined | 2024-11-18 | |
| 2024-09-30 | $14,695 | 479 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 CWEN-A | — | 352 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $11,826 | 479 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 CWEN-A | — | 620 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $11,040 | 479 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 CWEN-A | — | 545 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $5,486 | 200 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 CWEN-A | — | 455 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $9,543 | 451 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 CWEN-A | — | 455 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $21,934 | 768 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $26,097 | 833 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $37,989 | 1,192 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $33,410 | 1,049 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $16,165 | 464 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $22,636 | 620 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $14,628 | 406 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $13,439 | 444 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $10,909 | 412 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,391 | 85 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||