Position in CWEN
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$10,215
+$5,925 QoQ
Shares Held
384
+109.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Root Financial Partners, LLC holds $59,016 across 1 Utilities - Renewable name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRGV |
Energy Vault Holdings, Inc.
|
12,530 | $59,016 |
All Filings in CWEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CWEN-A | — | 124 | Shares | Sole | 2026-04-24 | |
| 2026-03-31 | $10,215 | 260 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 CWEN-A | — | 54 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $4,290 | 129 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 CWEN-A | — | 48 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $2,655 | 94 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||