Position in CWEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,053
+$25,053 QoQ
Shares Held
733
+20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 477 holders
Holding Since
Sep 2023
12 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, 2026Clearstead Advisors, LLC holds $405,172 across 8 Utilities - Renewable names. CWEN ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
|
5,733 | $199,107 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
3,535 | $131,219 | |
| 3 | FRVO |
Fervo Energy Co
|
1,400 | $40,922 | |
| 4 | CWEN |
Clearway Energy, Inc.
This page
|
733 | $25,053 | |
| 5 | XIFR |
XPLR Infrastructure, LP
|
443 | $5,231 | |
| 6 | ORA |
Ormat Technologies, Inc.
|
19 | $2,069 | |
| 7 | FLNC |
Fluence Energy, Inc.
|
79 | $1,570 | |
| 8 | NXXT |
Nextnrg, Inc.
|
4 | $1 |
All Filings in CWEN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,053 | 733 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 CWEN-A | — | 610 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 CWEN-A | — | 658 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $1,529 | 46 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 CWEN-A | — | 659 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $819 | 29 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 CWEN-A | — | 613 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 CWEN-A | — | 611 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 CWEN-A | — | 610 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 CWEN-A | — | 610 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 CWEN-A | — | 610 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 CWEN-A | — | 610 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 CWEN-A | — | 610 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 CWEN-A | — | 600 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||