Position in CWEN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,398,547
-$364,018 QoQ
Shares Held
99,431
+2.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#90
of 479 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $3,398,547 across 1 Utilities - Renewable name. CWEN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWEN |
Clearway Energy, Inc.
This page
|
99,431 | $3,398,547 |
All Filings in CWEN
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,398,547 | 99,431 | Shares | Other | 2026-08-03 | |
| 2026-03-31 CWEN-A | — | 868 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $3,762,565 | 95,764 | Shares | Other | 2026-05-13 | |
| 2025-12-31 CWEN-A | — | 765 | Shares | Other | 2026-01-26 | |
| 2025-12-31 | $3,128,268 | 94,055 | Shares | Other | 2026-01-26 | |
| 2025-09-30 CWEN-A | — | 668 | Shares | Other | 2025-11-03 | |
| 2025-09-30 | $2,603,181 | 92,148 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 CWEN-A | — | 613 | Shares | Other | 2025-08-06 | |
| 2025-06-30 | $2,797,664 | 87,427 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 CWEN-A | — | 1,054 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $2,576,763 | 85,126 | Shares | Other | 2025-05-06 | |
| 2024-12-31 CWEN-A | — | 810 | Shares | Other | 2025-02-13 | |
| 2024-12-31 | $2,134,600 | 82,100 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,302,349 | 75,044 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,753,607 | 71,025 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,525,725 | 66,192 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,272,904 | 82,862 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,309,507 | 61,886 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,444,107 | 50,564 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,538,209 | 49,097 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,536,006 | 48,196 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,374,009 | 43,140 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,386,004 | 39,782 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,306,327 | 35,780 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,146,042 | 31,808 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $894,932 | 29,565 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $712,629 | 26,912 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $635,176 | 22,572 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $663,888 | 20,792 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $562,493 | 20,864 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $451,468 | 19,578 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $325,728 | 17,326 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||