CLEARWAY ENERGY INC CWEN
CL C · Common Stock · CUSIP 18539C204 · ISIN US18539C2044
- SectorUtilities
- IndustryElectric Services
- HeadquartersPrinceton, NJ
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.37. Options: 5 managers hold calls ($6.2m notional), 5 hold puts ($3.0m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 281 |
| Q4 2022 | 309 |
| Q1 2023 | 307 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 162 | 109 |
| Q1 2023 | 149 | 145 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $14.2m | $3.0m | 0.21 |
| Q4 2022 | $4.6m | $1.3m | 0.28 |
| Q1 2023 | $6.2m | $3.0m | 0.49 |
Biggest buyers
| CIBC Private Wealth Group LLC | Added | +1.2m |
| FMR LLC | Added | +1.2m |
| BlackRock Inc. | Added | +923.8k |
| 1832 Asset Management L.P. | Added | +768.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +592.1k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +463.9k |
| VANGUARD GROUP INC | Added | +389.6k |
| Candriam S.C.A. | New | +280.2k |
| Qube Research & Technologies Ltd | New | +273.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | New | +252.9k |
Biggest sellers
| ClearBridge Investments Ltd | Reduced | -1.7m |
| JENNISON ASSOCIATES LLC | Sold out | -1.1m |
| Electron Capital Partners, LLC | Sold out | -846.6k |
| MARSHALL WACE, LLP | Reduced | -412.1k |
| Brookfield Corp /ON/ | Reduced | -241.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -238.1k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -181.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | -176.4k |
| TORTOISE CAPITAL ADVISORS, L.L.C. | Reduced | -161.5k |
| NISA INVESTMENT ADVISORS, LLC | Reduced | -153.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.0m129.0k shares |
| CITADEL ADVISORS LLC | Added | $1.4m45.0k shares |
| SIMPLEX TRADING, LLC | Added | $640.0k20.5k shares |
| Walleye Capital LLC | New | $125.3k4.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.6m50.4k shares |
| CITADEL ADVISORS LLC | Added | $1.0m32.1k shares |
| SIMPLEX TRADING, LLC | Added | $246.0k7.9k shares |
| PEAK6 Investments LLC | Reduced | $194.2k6.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BlackRock Portfolio Management LLC
13D · may seek influence
filed 2026-05-01
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Class A Conversion As previously disclosed in Amendment No. 2 to this Schedule 13D, On April 29, 2026, the Issuer filed the Charter Amendment, pursuant to which each share of Class A Common Stock issued and outstanding as of April 29, 2026 will be converted into one share of Class C Common Stock pursuant to the Charter Amendment. Pursuant to the Charter Amendment, an aggregate of 76,206 shares of Class A Common Stock beneficially owned by BPM are being converted into an equivalent number of shares of Class C Common Stock. The Class A Conversion automatically converted at 12:01 a.m., Eastern Time, on May 1, 2026 (the "Class A Conversion Time"). Voting Trust Agreement On April 29, 2026, Clearway Energy Group and t… Full filing |
41.5% |
TotalEnergies SE
13D · may seek influence
filed 2026-05-01
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Class A Conversion With reference to the disclosure in Amendment No. 2 to this Schedule 13D, on April 29, 2026, the Issuer filed an amendment and restatement of the Issuer's Certificate of Incorporation (the "Charter Amendment"), pursuant to which each share of Class A Common Stock issued and outstanding as of April 29, 2026 was converted into one share of Class C Common Stock automatically, at 12:01 a.m., Eastern Time, on May 1, 2026 (the "Class A Conversion Time"). Pursuant to the Charter Amendment, an aggregate of 21,841 shares of Class A Common Stock beneficially owned by the Reporting Persons automatically converted into an equivalent number of shares of Class C Common Stock at the Class A Conversion Time. Vo… Full filing |
41.0% |
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-04-24 | 15.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.3% |
Fell to 5% or below in the last year: Clearbridge Investments, LLC (4.0%, 2026-07-29), Neuberger Berman Group LLC (3.8%, 2026-06-04), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $1.1m | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 12.2m $382.0m | Added +923.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 9.0m $281.6m | Added +389.6k |
| FMR LLC 0.01% of their portfolio | 3.8m $119.4m | Added +1.2m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 3.8m $118.4m | Added +189.2k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 1.32% of their portfolio | 2.8m $87.9m | Reduced -161.5k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 2.7m $84.7m | Reduced -21.7k |
| 1832 Asset Management L.P. 0.15% of their portfolio | 2.3m $72.9m | Added +768.0k |
| KAYNE ANDERSON CAPITAL ADVISORS LP 1.87% of their portfolio | 2.0m $63.0m | Added +4.2k |
| MORGAN STANLEY 0.01% of their portfolio | 1.9m $58.2m | Added +25.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $55.4m | Added +88.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.7m $52.3m | Added +592.1k |
| CIBC Private Wealth Group LLC 0.05% of their portfolio | 1.5m $47.1m | Added +1.2m |
| EVENTIDE ASSET MANAGEMENT, LLC 0.75% of their portfolio | 1.3m $40.6m | Added +138.6k |
| HITE Hedge Asset Management LLC 2.80% of their portfolio | 1.2m $37.4m | Added +99.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.1m $33.4m | Added +30.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $32.2m | Added +42.2k |
| Brookfield Corp /ON/ 0.12% of their portfolio | 973.1k $30.5m | Reduced -241.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 891.9k $27.9m | Added +8.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 871.9k $27.3m | Added +29.7k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 805.6k $25.2m | Added +201.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 788.3k $24.7m | Reduced -8.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 787.1k $24.7m | Reduced -143.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 771.0k $24.2m | Reduced -181.2k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 2.45% of their portfolio | 769.2k $24.1m | Added +40.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 734.0k $23.0m | Reduced -18.8k |
| ClearBridge Investments Ltd 0.65% of their portfolio | 656.7k $20.6m | Reduced -1.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 608.2k $19.1m | Reduced -92.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 608.1k $19.1m | Reduced -37.2k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.32% of their portfolio | 574.7k $18.0m | Added +62.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 546.8k $17.1m | Reduced -238.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 543.5k $17.0m | Added +463.9k |
| Aberdeen Group plc 0.04% of their portfolio | 485.9k $15.2m | Added +102.5k |
| Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio | 447.0k $14.0m | Reduced -53.2k |
| ALPS ADVISORS INC 0.12% of their portfolio | 422.0k $13.2m | Reduced -89.5k |
| Northwest & Ethical Investments L.P. 0.37% of their portfolio | 354.4k $11.1m | Added +16.9k |
| Amundi 0.01% of their portfolio | 346.4k $11.1m | Added +5.5k |
| Candriam S.C.A. 0.06% of their portfolio | 280.2k $8.1m | New |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 273.0k $8.6m | New |
| Baird Financial Group, Inc. 0.02% of their portfolio | 264.5k $8.3m | Reduced -2.4k |
| UBS Group AG 0.00% of their portfolio | 257.7k $8.1m | Reduced -68.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 252.9k $7.9m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 249.6k $7.8m | Reduced -50.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 240.2k $7.5m | Added +233.1k |
| BEACH INVESTMENT COUNSEL INC/PA 0.97% of their portfolio | 231.8k $7.3m | Unchanged |
| CONGRESS ASSET MANAGEMENT CO 0.06% of their portfolio | 210.7k $6.6m | Added +32.3k |
| NORGES BANK 0.00% of their portfolio | 203.6k $6.4m | Added +63.6k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 186.8k $5.9m | Reduced -17.7k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 185.9k $5.8m | Reduced -15.4k |
| Swiss National Bank 0.00% of their portfolio | 177.4k $5.6m | Reduced -21.0k |
| PINEBRIDGE INVESTMENTS, L.P. 0.06% of their portfolio | 175.9k $5.5m | Added +41.9k |
| Arosa Capital Management LP 1.57% of their portfolio | 164.6k $5.2m | Reduced -148.7k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 163.7k $5.1m | Added +6.3k |
| Invesco Ltd. 0.00% of their portfolio | 163.3k $5.1m | Reduced -2.3k |
| Calydon Capital 1.27% of their portfolio | 160.9k $5.0m | Added +18.8k |
| Premier Fund Managers Ltd 0.20% of their portfolio | 160.0k $4.9m | Added +30.0k |
| Man Group plc 0.02% of their portfolio | 154.5k $4.8m | New |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 150.6k $4.6m | Reduced -89.5k |
| Knights of Columbus Asset Advisors LLC 0.45% of their portfolio | 144.7k $4.5m | Added +878 |
| BARCLAYS PLC 0.00% of their portfolio | 138.7k $4.3m | Reduced -19.6k |
| Schonfeld Strategic Advisors LLC 0.04% of their portfolio | 125.0k $3.9m | Added +11.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 121.4k $3.8m | Reduced -176.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 112.8k $3.5m | Reduced -1.4k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 112.7k $3.5m | Reduced -77.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 108.2k $3.4m | Added +98.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 102.7k $3.2m | Reduced -1.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 102.1k $3.2m | Added +4.3k |
| LMR Partners LLP 0.06% of their portfolio | 100.0k $3.1m | Reduced -30.0k |
| Bramshill Investments, LLC 0.37% of their portfolio | 99.7k $3.1m | Added +1.9k |
| Legal & General Group Plc 0.00% of their portfolio | 96.4k $3.0m | Added +8.6k |
| Uniplan Investment Counsel, Inc. 0.21% of their portfolio | 96.3k $3.0m | Reduced -353 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.21% of their portfolio | 95.2k $3.0m | Added +1.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 94.7k $3.0m | Unchanged |
| Endurance Wealth Management, Inc. 0.40% of their portfolio | 90.9k $2.8m | Added +1.9k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 82.2k $2.6m | Reduced -1.8k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 80.8k $2.5m | Added +6.0k |
| Illinois Municipal Retirement Fund 0.05% of their portfolio | 78.7k $2.5m | Unchanged |
| FIL Ltd 0.00% of their portfolio | 78.1k $2.4m | New |
| Castellan Group 1.66% of their portfolio | 77.6k $2.4m | New |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 76.4k $2.4m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.02% of their portfolio | 76.2k $2.4m | Reduced -310 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 75.3k $2.4m | Added +29.0k |
| Maven Securities LTD 0.36% of their portfolio | 73.8k $2.3m | Added +28.1k |
| Occidental Asset Management, LLC 0.57% of their portfolio | 72.6k $2.3m | Added +1.5k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 72.5k $2.3m | Added +7.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 72.1k $2.3m | Added +42.7k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 71.6k $2.2m | Reduced -78.0k |
| EAGLE GLOBAL ADVISORS LLC 0.15% of their portfolio | 70.8k $2.2m | Reduced -7.5k |
| Kiwi Wealth Investments Limited Partnership 0.14% of their portfolio | 69.4k $2.2m | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 66.1k $2.1m | Added +47.8k |
| Holocene Advisors, LP 0.01% of their portfolio | 64.0k $2.0m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 63.5k $2.0m | Reduced -3.1k |
| Summit Global Investments 0.15% of their portfolio | 63.4k $2.0m | New |
| Bridgewater Associates, LP 0.01% of their portfolio | 62.8k $2.0m | Reduced -6.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 62.7k $2.0m | Reduced -7.4k |
| Vectors Research Management, LLC 0.49% of their portfolio | 61.1k $1.9m | Reduced -172 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 59.9k $1.9m | Reduced -44.0k |
| PDT Partners, LLC 0.24% of their portfolio | 57.5k $1.8m | Added +226 |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 56.9k $1.8m | Added +1.2k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 56.6k $1.8m | Added +14.1k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 55.8k $1.8m | Reduced -1.8k |