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 ($3.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.07. Options: 5 managers hold calls ($3.1m notional), 5 hold puts ($1.2m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 281 |
| Q4 2022 | 309 |
| Q1 2023 | 307 |
| Q2 2023 | 310 |
| Q3 2023 | 282 |
| Q4 2023 | 314 |
| Q1 2024 | 313 |
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 |
| Q2 2023 | 167 | 143 |
| Q3 2023 | 145 | 153 |
| Q4 2023 | 162 | 142 |
| Q1 2024 | 148 | 167 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $6.0m | $1.7m | 0.28 |
| Q3 2023 | $1.7m | $2.4m | 1.36 |
| Q4 2023 | $4.0m | $2.6m | 0.65 |
| Q1 2024 | $3.1m | $1.2m | 0.40 |
Biggest buyers
| MORGAN STANLEY | Added | +2.5m |
| BlackRock Inc. | Added | +876.8k |
| CIBC Private Wealth Group LLC | New | +471.0k |
| Apollo Management Holdings, L.P. | Added | +456.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +362.3k |
| Yaupon Capital Management LP | New | +318.7k |
| Legal & General Group Plc | Added | +265.3k |
| Invesco Ltd. | Added | +177.2k |
| NEUBERGER BERMAN GROUP LLC | Added | +169.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +164.2k |
Biggest sellers
| KAYNE ANDERSON CAPITAL ADVISORS LP | Reduced | -1.9m |
| NORTHERN TRUST CORP | Reduced | -927.1k |
| CITADEL ADVISORS LLC | Reduced | -738.9k |
| AMERIPRISE FINANCIAL INC | Reduced | -607.2k |
| HSBC HOLDINGS PLC | Reduced | -456.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -381.4k |
| WESTWOOD HOLDINGS GROUP INC | Sold out | -357.5k |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -311.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Sold out | -304.2k |
| Diameter Capital Partners LP | Sold out | -260.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.8m79.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.0m44.5k shares |
| PEAK6 Investments LLC | Reduced | $166.0k7.2k shares |
| SIMPLEX TRADING, LLC | Added | $99.0k4.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $541.7k23.5k shares |
| CITADEL ADVISORS LLC | Reduced | $357.3k15.5k shares |
| PEAK6 Investments LLC | Reduced | $297.3k12.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $38.0k1.7k 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 2024
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 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $1.1m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 1 | $94.7k | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 2 | $4.5m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-28 | Global Infrastructure GP III, L.P. +5 Director · See footnotes | Bought | $4.5m197.0k shares |
| 2024-03-28 | TotalEnergies SE +4 Director · See footnotes | Bought | $4.5m197.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 15.6m $358.6m | Added +876.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.6m $221.1m | Added +22.6k |
| MORGAN STANLEY 0.00% of their portfolio | 6.5m $150.6m | Added +2.5m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 3.2m $72.6m | Reduced -191.0k |
| STATE STREET CORP 0.00% of their portfolio | 2.9m $66.0m | Added +29.6k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 2.8m $65.6m | Added +169.7k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.90% of their portfolio | 2.8m $64.5m | Reduced -253.6k |
| FMR LLC 0.00% of their portfolio | 1.8m $42.5m | Reduced -156.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.8m $41.0m | Reduced -95.4k |
| Invesco Ltd. 0.01% of their portfolio | 1.7m $39.1m | Added +177.2k |
| Apollo Management Holdings, L.P. 0.51% of their portfolio | 1.6m $37.9m | Added +456.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $29.0m | Reduced -381.4k |
| Legal & General Group Plc 0.01% of their portfolio | 1.2m $27.8m | Added +265.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.1m $25.9m | Reduced -927.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 984.9k $22.7m | Added +56.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 912.8k $21.0m | Added +117 |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 899.5k $20.7m | Added +62.9k |
| Foresight Group Ltd Liability Partnership 6.90% of their portfolio | 686.3k $12.7m | Reduced -90.8k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.33% of their portfolio | 682.0k $15.7m | Unchanged |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 664.2k $15.3m | Reduced -248.4k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 632.0k $14.6m | Added +158.6k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.25% of their portfolio | 593.7k $13.7m | Unchanged |
| Northwest & Ethical Investments L.P. 0.38% of their portfolio | 575.9k $13.3m | Added +35.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 556.3k $12.8m | Added +39.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 526.3k $12.6m | Added +97.3k |
| NORGES BANK 0.00% of their portfolio | 513.9k $11.8m | Reduced -11.5k |
| CIBC Private Wealth Group LLC 0.02% of their portfolio | 471.0k $10.9m | New |
| Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio | 447.0k $13.8m | Reduced -1.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 427.8k $9.9m | Reduced -167.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 425.2k $9.8m | Added +759 |
| PINEBRIDGE INVESTMENTS, L.P. 0.07% of their portfolio | 378.1k $8.7m | Added +42.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 372.5k $8.6m | Reduced -139.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 372.0k $8.6m | Reduced -86.8k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 371.6k $8.6m | Added +362.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 365.5k $8.4m | Reduced -54 |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 364.6k $8.4m | Added +148.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 362.8k $8.4m | Added +90.7k |
| KAYNE ANDERSON CAPITAL ADVISORS LP 0.22% of their portfolio | 346.6k $8.0m | Reduced -1.9m |
| Aberdeen Group plc 0.02% of their portfolio | 340.8k $7.9m | Reduced -1.6k |
| Yaupon Capital Management LP 0.63% of their portfolio | 318.7k $7.3m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 288.6k $6.7m | Reduced -607.2k |
| Calydon Capital 1.24% of their portfolio | 273.3k $6.6m | Added +60.8k |
| ALPS ADVISORS INC 0.04% of their portfolio | 254.1k $5.9m | Reduced -71.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 241.2k $5.6m | Reduced -13.2k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 240.8k $5.6m | Reduced -3.3k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 239.9k $5.5m | Added +49.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 239.3k $5.5m | Reduced -12.1k |
| ALGERT GLOBAL LLC 0.20% of their portfolio | 222.6k $5.1m | Reduced -194.9k |
| BEACH INVESTMENT COUNSEL INC/PA 0.75% of their portfolio | 221.7k $6.1m | Unchanged |
| Hudson Bay Capital Management LP 0.04% of their portfolio | 221.3k $5.1m | Added +135.0k |
| Arosa Capital Management LP 3.41% of their portfolio | 219.7k $5.1m | Added +69.6k |
| UBS Group AG 0.00% of their portfolio | 207.1k $4.8m | Added +77.0k |
| Amundi 0.00% of their portfolio | 202.2k $4.5m | Reduced -19.3k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 194.3k $4.5m | Reduced -760 |
| CONGRESS ASSET MANAGEMENT CO 0.03% of their portfolio | 191.3k $4.4m | Reduced -5.3k |
| Brookfield Corp /ON/ 0.02% of their portfolio | 182.3k $4.2m | Added +6.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 175.8k $4.1m | Added +164.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 171.2k $3.9m | Added +17.0k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 168.9k $3.9m | Reduced -2.1k |
| Swiss National Bank 0.00% of their portfolio | 162.3k $3.7m | Unchanged |
| NFJ INVESTMENT GROUP, LLC 0.10% of their portfolio | 155.3k $3.6m | Reduced -14.4k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 151.2k $3.5m | Reduced -17.8k |
| Premier Fund Managers Ltd 0.13% of their portfolio | 150.0k $3.4m | Added +20.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 135.7k $3.1m | Reduced -456.2k |
| Illinois Municipal Retirement Fund 0.05% of their portfolio | 135.0k $3.1m | Reduced -23.9k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 128.7k $3.0m | Added +29.2k |
| HITE Hedge Asset Management LLC 0.27% of their portfolio | 118.0k $2.7m | New |
| Castellan Group 1.38% of their portfolio | 116.6k $2.7m | Added +12.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 116.3k $2.7m | Added +7.8k |
| Susquehanna Portfolio Strategies, LLC 0.06% of their portfolio | 111.2k $2.6m | Reduced -44.6k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 104.7k $2.4m | Added +2.1k |
| BANK OF NOVA SCOTIA 0.00% of their portfolio | 104.7k $2.4m | Reduced -107.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 102.4k $2.4m | Added +13.2k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 100.8k $2.3m | Reduced -68.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 100.4k $2.3m | Added +51.2k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 96.2k $2.2m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 90.5k $2.1m | Reduced -2.5k |
| HRT FINANCIAL LP 0.01% of their portfolio | 85.8k $2.0m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 83.1k $1.9m | Reduced -738.9k |
| PFG Investments, LLC 0.12% of their portfolio | 82.7k $1.9m | Added +9.1k |
| LPL Financial LLC 0.00% of their portfolio | 82.6k $1.9m | Added +6.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 82.4k $1.9m | Reduced -4.9k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 80.1k $1.8m | Reduced -10.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 80.0k $1.8m | Added +62.7k |
| Squarepoint Ops LLC 0.01% of their portfolio | 78.0k $1.8m | New |
| BARCLAYS PLC 0.00% of their portfolio | 77.8k $1.8m | Added +6.8k |
| Knights of Columbus Asset Advisors LLC 0.13% of their portfolio | 76.8k $1.8m | Reduced -73.2k |
| FIL Ltd 0.00% of their portfolio | 75.8k $1.7m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 74.3k $1.7m | Reduced -41.4k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 72.3k $1.7m | Reduced -2.6k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 71.9k $1.7m | Added +749 |
| CITIGROUP INC 0.00% of their portfolio | 70.2k $1.6m | Reduced -10.1k |
| PDT Partners, LLC 0.15% of their portfolio | 69.0k $1.6m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 68.2k $1.6m | Added +8.9k |
| Campbell & CO Investment Adviser LLC 0.14% of their portfolio | 68.2k $1.6m | New |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 67.8k $1.6m | Reduced -11.1k |
| Greenland Capital Management LP 0.26% of their portfolio | 67.6k $1.6m | New |
| AE Wealth Management LLC 0.02% of their portfolio | 66.2k $1.5m | Reduced -16.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio | 63.2k $1.5m | Added +1.7k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 60.7k $1.3m | Reduced -40.5k |