Position in CWEN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$374,749
-$32,963 QoQ
Shares Held
10,964
+5.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#261
of 479 holders
Holding Since
Sep 2022
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, 2026Icon Wealth Advisors, LLC holds $374,749 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
|
10,964 | $374,749 |
All Filings in CWEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,749 | 10,964 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $407,712 | 10,377 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $201,088 | 6,284 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $105,914 | 3,499 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $105,968 | 3,454 | Shares | Sole | 2024-11-14 | |
| 2022-09-30 | $107,716 | 3,382 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||