Position in CWEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,956
-$73 QoQ
Shares Held
145
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#418
of 479 holders
Holding Since
Jun 2024
9 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, 2026Larson Financial Group LLC holds $206,647 across 9 Utilities - Renewable names. CWEN ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
|
3,169 | $117,633 | |
| 2 | SAFX |
XCF Global, Inc.
|
115,000 | $50,715 | |
| 3 | FLNC |
Fluence Energy, Inc.
|
854 | $16,977 | |
| 4 | ORA |
Ormat Technologies, Inc.
|
77 | $8,385 | |
| 5 | CWEN |
Clearway Energy, Inc.
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|
145 | $4,956 | |
| 6 | BEP |
Brookfield Renewable Partners L.P.
|
100 | $3,473 | |
| 7 | ENLT |
Enlight Renewable Energy Ltd.
|
39 | $3,471 | |
| 8 | RNW |
ReNew Energy Global plc
|
166 | $1,037 |
All Filings in CWEN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,956 | 145 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,029 | 128 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,122 | 154 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22,939 | 812 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,464 | 202 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,876 | 62 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 CWEN-A | — | 2 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $806 | 31 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 CWEN-A | — | 501 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $14,143 | 461 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $222 | 9 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||