Position in CWEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$132,447
+$76,224 QoQ
Shares Held
3,875
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#335
of 479 holders
Holding Since
Jun 2020
25 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, 2026IFP Advisors, Inc holds $324,661 across 12 Utilities - Renewable names. CWEN ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWEN |
Clearway Energy, Inc.
This page
|
3,875 | $132,447 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
3,337 | $123,869 | |
| 3 | FLNC |
Fluence Energy, Inc.
|
1,540 | $30,615 | |
| 4 | BEP |
Brookfield Renewable Partners L.P.
|
621 | $21,567 | |
| 5 | ORA |
Ormat Technologies, Inc.
|
108 | $11,761 | |
| 6 | XIFR |
XPLR Infrastructure, LP
|
200 | $2,362 | |
| 7 | AXIAY |
AXIA Energia S.A.
|
146 | $1,541 | |
| 8 | FRVO |
Fervo Energy Co
|
14 | $409 |
All Filings in CWEN
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,447 | 3,875 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 CWEN-A | — | 2,280 | Shares | Sole | 2026-04-13 | |
| 2026-03-31 | $56,223 | 1,431 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 CWEN-A | — | 1,675 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $47,595 | 1,431 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 CWEN-A | — | 1,670 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $40,228 | 1,424 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 CWEN-A | — | 1,686 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $39,968 | 1,249 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 CWEN-A | — | 1,668 | Shares | Sole | 2025-05-05 | |
| 2025-03-31 | $2,058 | 68 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 CWEN-A | — | 1,668 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $1,768 | 68 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 CWEN-A | — | 1,668 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,086 | 68 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 CWEN-A | — | 1,668 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $1,678 | 68 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 CWEN-A | — | 1,668 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,567 | 68 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 CWEN-A | — | 496 | Shares | Sole | 2024-01-09 | |
| 2023-12-31 | $4,087 | 149 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 CWEN-A | — | 496 | Shares | Sole | 2023-10-12 | |
| 2023-09-30 | $1,713 | 81 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 CWEN-A | — | 496 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 CWEN-A | — | 496 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 CWEN-A | — | 496 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 CWEN-A | — | 685 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 CWEN-A | — | 685 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 CWEN-A | — | 496 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 CWEN-A | — | 496 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 CWEN-A | — | 496 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 CWEN-A | — | 447 | Shares | Sole | 2021-07-13 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $12,043 | 428 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $13,666 | 428 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $11,538 | 428 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $9,869 | 428 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||