Position in CWEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,759
-$91 QoQ
Shares Held
110
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 97 holders
Holding Since
Jun 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $17,029 across 4 Utilities - Renewable names. CWEN ranks #3 (22.1% of the industry book) .
All Filings in CWEN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,759 | 110 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,850 | 98 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,259 | 98 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,768 | 98 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,136 | 98 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||