Position in CWEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,657
-$1,254 QoQ
Shares Held
107
-14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#421
of 477 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $44,357 across 5 Utilities - Renewable names. CWEN ranks #5 (8.2% of the industry book) .
All Filings in CWEN
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,657 | 107 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,911 | 125 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,157 | 125 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $6,977 | 247 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $7,904 | 247 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 CWEN-A | — | 14 | Shares | Sole | 2025-05-16 | |
| 2025-03-31 | $7,476 | 247 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 CWEN-A | — | 14 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $5,226 | 201 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 CWEN-A | — | 14 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $5,614 | 183 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 CWEN-A | — | 31 | Shares | Sole | 2024-08-08 | |
| 2024-06-30 | $4,518 | 183 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 CWEN-A | — | 31 | Shares | Sole | 2024-05-08 | |
| 2024-03-31 | $5,024 | 218 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 CWEN-A | — | 31 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $6,994 | 255 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 CWEN-A | — | 31 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $3,004 | 142 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 CWEN-A | — | 31 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $2,884 | 101 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 CWEN-A | — | 31 | Shares | Sole | 2023-05-10 | |
| 2023-03-31 | $6,861 | 219 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 CWEN-A | — | 14 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $5,991 | 188 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 CWEN-A | — | 14 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $4,650 | 146 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,040 | 403 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $3,639 | 101 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,057 | 101 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||