Position in CWEN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,998,709
+$809,519 QoQ
Shares Held
58,476
+5.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#122
of 477 holders
Holding Since
Mar 2025
6 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, 2026Summit Trail Advisors, LLC holds $2,937,733 across 2 Utilities - Renewable names. CWEN ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWEN |
Clearway Energy, Inc.
This page
|
58,476 | $1,998,709 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
25,297 | $939,024 |
All Filings in CWEN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,998,709 | 58,476 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 CWEN-A | — | 24,937 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $1,189,190 | 30,267 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 CWEN-A | — | 16,604 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $665,532 | 20,010 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 CWEN-A | — | 25,171 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $530,054 | 18,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $394,912 | 12,341 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $217,974 | 7,201 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||