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 ($3.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.27. Options: 7 managers hold calls ($4.1m notional), 8 hold puts ($2.5m).
Trends to Q4 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 |
| Q2 2024 | 329 |
| Q3 2024 | 345 |
| Q4 2024 | 343 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 149 | 145 |
| Q2 2023 | 167 | 143 |
| Q3 2023 | 145 | 153 |
| Q4 2023 | 162 | 142 |
| Q1 2024 | 148 | 167 |
| Q2 2024 | 169 | 138 |
| Q3 2024 | 161 | 166 |
| Q4 2024 | 181 | 155 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $3.1m | $1.2m | 0.40 |
| Q2 2024 | $4.0m | $3.0m | 0.75 |
| Q3 2024 | $6.1m | $5.3m | 0.86 |
| Q4 2024 | $4.1m | $2.5m | 0.62 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +1.3m |
| RWC Asset Management LLP | Added | +642.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP | Added | +525.5k |
| FRANKLIN RESOURCES INC | Added | +499.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +336.7k |
| UBS Group AG | Added | +288.4k |
| JUPITER ASSET MANAGEMENT LTD | Added | +247.5k |
| TORTOISE CAPITAL ADVISORS, L.L.C. | Added | +186.5k |
| MORGAN STANLEY | Added | +176.2k |
| Assenagon Asset Management S.A. | Added | +170.7k |
Biggest sellers
| 1832 Asset Management L.P. | Sold out | -1.1m |
| BlackRock, Inc. | Reduced | -896.8k |
| JPMORGAN CHASE & CO | Reduced | -560.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -538.2k |
| Point72 Asset Management, L.P. | Reduced | -412.2k |
| Yaupon Capital Management LP | Sold out | -325.6k |
| Bank of New York Mellon Corp | Reduced | -279.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -269.1k |
| Nuveen Asset Management, LLC | Reduced | -252.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -224.1k |
Biggest calls
| PEAK6 LLC | First filing | $1.5m56.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m43.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $897.0k34.5k shares |
| SIMPLEX TRADING, LLC | Added | $360.0k13.9k shares |
| GROUP ONE TRADING LLC | New | $218.4k8.4k shares |
| Walleye Capital LLC | New | $15.6k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Walleye Capital LLC | Added | $1.1m40.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $808.6k31.1k shares |
| SIMPLEX TRADING, LLC | Added | $291.0k11.2k shares |
| CITADEL ADVISORS LLC | Reduced | $208.0k8.0k shares |
| Walleye Trading LLC | Added | $98.8k3.8k shares |
| GROUP ONE TRADING LLC | New | $46.8k1.8k shares |
| PEAK6 LLC | First filing | $2.6k100 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 Q4 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 |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 1 | $94.7k | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 2 | $4.5m | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 1 | $85.0k | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $53.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-11 | Ford Brian R. Director | Sold | $53.5k2.0k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 13.6m $353.2m | Reduced -896.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.4m $244.5m | Added +18.7k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 3.8m $98.6m | Added +131.2k |
| STATE STREET CORP 0.00% of their portfolio | 3.1m $80.5m | Added +158.8k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.93% of their portfolio | 2.8m $72.8m | Added +186.5k |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $64.8m | Added +176.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.1m $54.7m | Reduced -279.6k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.5m $40.0m | Added +1.3m |
| Legal & General Group Plc 0.01% of their portfolio | 1.5m $38.2m | Added +48.9k |
| Invesco Ltd. 0.01% of their portfolio | 1.5m $38.1m | Added +7.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.4m $37.6m | Added +499.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $32.6m | Added +76.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $32.6m | Reduced -2.8k |
| RWC Asset Management LLP 1.63% of their portfolio | 1.2m $32.5m | Added +642.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $31.0m | Added +76.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.1m $29.4m | Added +14.5k |
| CIBC Private Wealth Group LLC 0.04% of their portfolio | 822.8k $21.2m | Added +158.7k |
| NORGES BANK 0.00% of their portfolio | 691.2k $18.0m | Reduced -33.2k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 672.0k $17.5m | Reduced -8.0k |
| Aberdeen Group plc 0.03% of their portfolio | 602.7k $15.8m | Added +141.5k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.27% of their portfolio | 593.7k $15.4m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 592.4k $15.4m | Added +288.4k |
| Northwest & Ethical Investments L.P. 0.41% of their portfolio | 579.8k $15.1m | Added +14.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.06% of their portfolio | 544.0k $14.1m | Added +525.5k |
| JUPITER ASSET MANAGEMENT LTD 0.14% of their portfolio | 535.9k $13.9m | Added +247.5k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.86% of their portfolio | 498.0k $12.9m | Added +22.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 471.4k $12.3m | Reduced -560.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 470.6k $12.2m | Added +336.7k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 455.0k $11.8m | Added +63.0k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 429.6k $11.2m | Reduced -412.2k |
| BEACH INVESTMENT COUNSEL INC/PA 1.46% of their portfolio | 416.3k $10.8m | Reduced -54.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 401.8k $10.4m | Added +11.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 395.1k $10.3m | Reduced -224.1k |
| Foresight Group Ltd Liability Partnership 4.54% of their portfolio | 375.3k $29.3m | Reduced -207.3k |
| ALGERT GLOBAL LLC 0.23% of their portfolio | 369.5k $9.6m | Added +19.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 355.7k $9.2m | Added +4.1k |
| Verition Fund Management LLC 0.04% of their portfolio | 340.4k $8.9m | Added +140.4k |
| Brookfield Corp /ON/ 0.03% of their portfolio | 329.9k $8.6m | Added +162.7k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 327.4k $8.5m | Reduced -23.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 292.9k $7.6m | Added +35.1k |
| Arosa Capital Management LP 4.62% of their portfolio | 270.3k $7.0m | Reduced -37.4k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 253.3k $6.6m | Reduced -10.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 250.2k $6.5m | Reduced -14.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 238.5k $6.2m | Reduced -13.7k |
| KAYNE ANDERSON CAPITAL ADVISORS LP 0.15% of their portfolio | 238.3k $6.2m | Added +73.0k |
| Amundi 0.00% of their portfolio | 230.5k $5.9m | Reduced -13.8k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 226.9k $5.9m | Added +170.7k |
| Calydon Capital 1.08% of their portfolio | 210.4k $5.5m | Added +3.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 208.0k $5.4m | Reduced -32.5k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 206.4k $5.4m | Added +30.7k |
| HRT FINANCIAL LP 0.03% of their portfolio | 203.5k $5.3m | Added +113.4k |
| CONGRESS ASSET MANAGEMENT CO 0.04% of their portfolio | 201.9k $5.2m | Added +12.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 201.8k $5.2m | Added +17.7k |
| FMR LLC 0.00% of their portfolio | 199.7k $5.2m | Reduced -40.5k |
| Squarepoint Ops LLC 0.01% of their portfolio | 189.2k $4.9m | Added +98.4k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 188.2k $4.9m | Reduced -252.3k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 183.2k $4.8m | Reduced -41.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 175.2k $4.6m | Added +6.9k |
| ALPS ADVISORS INC 0.03% of their portfolio | 168.6k $4.4m | Reduced -46.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 164.6k $4.3m | Reduced -126.3k |
| Swiss National Bank 0.00% of their portfolio | 162.9k $4.2m | Added +2.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 139.9k $3.6m | Added +60.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 125.8k $3.3m | First filing |
| Illinois Municipal Retirement Fund 0.05% of their portfolio | 122.6k $3.2m | Added +4.3k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 121.6k $3.2m | Added +60.2k |
| Sanctuary Advisors, LLC 0.02% of their portfolio | 118.3k $3.1m | Reduced -6.3k |
| Castellan Group 1.32% of their portfolio | 117.4k $3.1m | Reduced -9.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 117.3k $3.1m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 116.5k $3.0m | Added +16.4k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 115.9k $3.0m | Reduced -22.9k |
| BANK OF NOVA SCOTIA 0.00% of their portfolio | 109.9k $2.9m | Added +50.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 108.1k $2.8m | Reduced -1.9k |
| Man Group plc 0.01% of their portfolio | 106.5k $2.8m | Added +42.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 106.1k $2.8m | Reduced -5.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 100.0k $2.6m | Reduced -140.3k |
| BARCLAYS PLC 0.00% of their portfolio | 99.7k $2.6m | Reduced -123.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 99.0k $2.6m | Reduced -538.2k |
| Premier Fund Managers Ltd 0.09% of their portfolio | 95.0k $2.5m | Reduced -35.0k |
| Measured Risk Portfolios, Inc. 2.56% of their portfolio | 88.6k $2.3m | First filing |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 87.7k $2.3m | Added +5.2k |
| STRS OHIO 0.01% of their portfolio | 87.7k $2.3m | Added +14.0k |
| GUGGENHEIM CAPITAL LLC 0.02% of their portfolio | 84.5k $2.2m | Added +18.0k |
| NATIXIS 0.01% of their portfolio | 84.4k $2.2m | Added +43.7k |
| HighTower Advisors, LLC 0.00% of their portfolio | 83.2k $2.2m | Reduced -1.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 83.1k $2.2m | Reduced -1.1k |
| AE Wealth Management LLC 0.02% of their portfolio | 82.1k $2.1m | Added +7.1k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 79.8k $2.1m | Reduced -8.7k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 78.9k $2.1m | Reduced -14.0k |
| LPL Financial LLC 0.00% of their portfolio | 78.4k $2.0m | Reduced -1.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 77.4k $2.0m | Reduced -610 |
| ING GROEP NV 0.01% of their portfolio | 77.4k $2.0m | Added +70.0k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 76.3k $2.0m | Reduced -15.3k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 75.6k $2.0m | Added +7.7k |
| Aquatic Capital Management LLC 0.05% of their portfolio | 73.8k $1.9m | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 73.4k $1.9m | Added +10.6k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 68.6k $1.8m | New |
| CITIGROUP INC 0.00% of their portfolio | 66.4k $1.7m | Reduced -765 |
| Uniplan Investment Counsel, Inc. 0.16% of their portfolio | 65.5k $1.7m | Added +586 |
| Nebula Research & Development LLC 0.20% of their portfolio | 64.3k $1.7m | New |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 62.9k $1.6m | Reduced -1.9k |