Position in CWEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,918,936
+$23,303 QoQ
Shares Held
85,399
+15.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 477 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 4%
Shared 15%
None 81%
Common Shares in CWEN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $3,596,431 across 5 Utilities - Renewable names. CWEN ranks #1 (81.2% of the industry book) .
All Filings in CWEN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,918,936 | 85,399 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,895,633 | 73,699 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,480,230 | 74,571 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,997,585 | 70,711 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,191,648 | 68,489 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,037,443 | 67,309 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $297,596 | 11,446 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $555,369 | 18,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $304,625 | 12,338 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $294,210 | 12,764 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||