Position in CWEN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,217,525
+$1,217,525 QoQ
Shares Held
35,621
+3.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#156
of 477 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in CWEN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $3,698,645 across 3 Utilities - Renewable names. CWEN ranks #2 (32.9% of the industry book) .
All Filings in CWEN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,525 | 35,621 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 CWEN-A | — | 34,389 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||