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 ($2.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.24. Options: 10 managers hold calls ($15.6m notional), 7 hold puts ($8.8m).
Trends to Q1 2025
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 |
| Q1 2025 | 352 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 196 | 150 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $4.0m | $3.0m | 0.75 |
| Q3 2024 | $6.1m | $5.3m | 0.86 |
| Q4 2024 | $4.1m | $2.5m | 0.62 |
| Q1 2025 | $15.6m | $8.8m | 0.56 |
Biggest buyers
| FMR LLC | Added | +2.0m |
| FIRST TRUST ADVISORS LP | Added | +1.4m |
| NORTHERN TRUST CORP | Added | +479.2k |
| Gotham Asset Management, LLC | Added | +359.9k |
| NEUBERGER BERMAN GROUP LLC | Added | +309.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +168.1k |
| BANK OF AMERICA CORP /DE/ | Added | +165.2k |
| Brookfield Corp /ON/ | Added | +158.3k |
| Pacer Advisors, Inc. | Added | +157.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +125.2k |
Biggest sellers
| BlackRock, Inc. | Reduced | -899.1k |
| RWC Asset Management LLP | Reduced | -611.9k |
| JUPITER ASSET MANAGEMENT LTD | Sold out | -535.9k |
| CITADEL ADVISORS LLC | Reduced | -496.8k |
| Northwest & Ethical Investments L.P. | Reduced | -323.2k |
| Point72 Asset Management, L.P. | Reduced | -310.8k |
| KAYNE ANDERSON CAPITAL ADVISORS LP | Sold out | -238.3k |
| CIBC Private Wealth Group LLC | Reduced | -230.7k |
| Assenagon Asset Management S.A. | Sold out | -226.9k |
| HRT FINANCIAL LP | Sold out | -203.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.3m175.3k shares |
| PEAK6 LLC | Added | $2.9m96.0k shares |
| UBS Group AG | New | $2.1m68.5k shares |
| Caption Management, LLC | New | $2.0m65.0k shares |
| CITADEL ADVISORS LLC | Reduced | $941.4k31.1k shares |
| JANE STREET GROUP, LLC | New | $911.1k30.1k shares |
| GROUP ONE TRADING LLC | Added | $529.7k17.5k shares |
| WOLVERINE TRADING, LLC | New | $521.9k17.3k shares |
| SIMPLEX TRADING, LLC | Added | $441.0k14.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Caption Management, LLC | New | $4.2m140.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0m65.7k shares |
| SIMPLEX TRADING, LLC | Added | $1.6m53.2k shares |
| CITADEL ADVISORS LLC | Added | $871.8k28.8k shares |
| GROUP ONE TRADING LLC | Reduced | $39.4k1.3k shares |
| PEAK6 LLC | Unchanged | $3.0k100 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 2025
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 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 | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 12.7m $384.0m | Reduced -899.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 9.5m $286.7m | Added +68.8k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 4.1m $124.2m | Added +309.6k |
| STATE STREET CORP 0.00% of their portfolio | 3.0m $89.9m | Reduced -125.9k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 1.02% of their portfolio | 2.8m $84.1m | Reduced -21.9k |
| MORGAN STANLEY 0.01% of their portfolio | 2.5m $75.9m | Added +12.6k |
| FMR LLC 0.00% of their portfolio | 2.2m $65.4m | Added +2.0m |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 2.1m $63.4m | Added +1.4m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.9m $57.7m | Reduced -195.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.7m $52.5m | Added +479.2k |
| Legal & General Group Plc 0.01% of their portfolio | 1.5m $45.5m | Added +35.8k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.4m $43.8m | Added +298 |
| Invesco Ltd. 0.01% of their portfolio | 1.4m $43.6m | Reduced -24.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $41.5m | Added +118.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $36.5m | Added +16.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $35.2m | Added +31.6k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.0m $31.6m | Reduced -496.8k |
| Gotham Asset Management, LLC 0.21% of their portfolio | 814.8k $24.7m | Added +359.9k |
| NORGES BANK 0.00% of their portfolio | 731.6k $22.1m | Added +40.4k |
| RWC Asset Management LLP 0.99% of their portfolio | 637.3k $19.3m | Reduced -611.9k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 592.2k $15.8m | Reduced -230.7k |
| UBS Group AG 0.00% of their portfolio | 590.0k $17.9m | Reduced -2.4k |
| Aberdeen Group plc 0.03% of their portfolio | 578.5k $17.5m | Reduced -24.2k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.27% of their portfolio | 574.7k $17.4m | Reduced -19.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 560.3k $17.0m | Added +165.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 553.3k $16.7m | Added +82.7k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.08% of their portfolio | 549.8k $16.6m | Added +5.9k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.97% of their portfolio | 522.0k $15.8m | Added +24.0k |
| Brookfield Corp /ON/ 0.01% of their portfolio | 488.2k $14.8m | Added +158.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 451.1k $13.7m | Reduced -20.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 418.2k $12.7m | Added +125.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 411.1k $12.4m | Added +9.4k |
| BEACH INVESTMENT COUNSEL INC/PA 1.80% of their portfolio | 404.3k $12.2m | Reduced -11.9k |
| Foresight Group Ltd Liability Partnership 1.54% of their portfolio | 362.0k $10.9m | Reduced -13.3k |
| ALGERT GLOBAL LLC 0.27% of their portfolio | 360.0k $10.9m | Reduced -9.5k |
| Verition Fund Management LLC 0.06% of their portfolio | 341.0k $10.3m | Added +655 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 292.3k $8.8m | Reduced -63.5k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 275.2k $8.3m | Reduced -52.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 275.1k $8.3m | Added +110.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 274.1k $8.3m | Added +98.9k |
| Pacer Advisors, Inc. 0.02% of their portfolio | 273.2k $8.3m | Added +157.3k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 262.6k $8.0m | Added +56.2k |
| Northwest & Ethical Investments L.P. 0.21% of their portfolio | 256.6k $7.8m | Reduced -323.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 247.7k $7.5m | Added +107.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 244.7k $7.4m | Reduced -5.6k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 243.5k $7.4m | Reduced -9.8k |
| Arosa Capital Management LP 4.81% of their portfolio | 239.7k $7.3m | Reduced -30.6k |
| Calydon Capital 1.25% of their portfolio | 221.5k $6.7m | Added +11.1k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 221.2k $6.7m | Added +13.2k |
| Squarepoint Ops LLC 0.02% of their portfolio | 212.8k $6.4m | Added +23.5k |
| CONGRESS ASSET MANAGEMENT CO 0.05% of their portfolio | 201.6k $6.1m | Reduced -265 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 198.6k $6.0m | Added +99.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 191.3k $5.8m | Added +168.1k |
| Nuveen, LLC 0.00% of their portfolio | 190.4k $5.8m | First filing |
| Allianz Asset Management GmbH 0.01% of their portfolio | 180.0k $5.4m | Added +101.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 174.7k $5.3m | Reduced -27.1k |
| ALPS ADVISORS INC 0.03% of their portfolio | 169.5k $5.1m | Added +862 |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 163.2k $4.9m | Added +80.1k |
| Swiss National Bank 0.00% of their portfolio | 160.6k $4.9m | Reduced -2.4k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 150.9k $4.6m | Added +29.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 140.2k $4.2m | Added +23.7k |
| Amundi 0.00% of their portfolio | 135.1k $4.2m | Reduced -95.4k |
| Sanctuary Advisors, LLC 0.03% of their portfolio | 123.2k $3.7m | Added +4.9k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 118.8k $3.6m | Reduced -310.8k |
| Castellan Group 1.00% of their portfolio | 118.4k $3.6m | Added +992 |
| LPL Financial LLC 0.00% of their portfolio | 115.3k $3.5m | Added +36.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 115.0k $3.5m | Reduced -2.4k |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 114.4k $3.5m | Added +4.6k |
| Man Group plc 0.01% of their portfolio | 113.9k $3.4m | Added +7.4k |
| Illinois Municipal Retirement Fund 0.05% of their portfolio | 112.5k $3.4m | Reduced -10.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 109.9k $3.3m | Added +3.9k |
| PINEBRIDGE INVESTMENTS, L.P. 0.03% of their portfolio | 107.5k $3.3m | Added +77.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 106.5k $3.2m | Added +59.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 105.5k $3.2m | Added +53.1k |
| Nebula Research & Development LLC 0.29% of their portfolio | 104.6k $3.2m | Added +40.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 102.7k $3.1m | Added +54.7k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 99.6k $3.0m | Reduced -26.2k |
| HighTower Advisors, LLC 0.00% of their portfolio | 98.1k $3.0m | Added +15.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 97.1k $2.9m | Added +9.4k |
| GUGGENHEIM CAPITAL LLC 0.03% of their portfolio | 94.6k $2.9m | Added +10.1k |
| Measured Risk Portfolios, Inc. 2.90% of their portfolio | 86.3k $2.6m | Reduced -2.3k |
| AE Wealth Management LLC 0.02% of their portfolio | 85.1k $2.6m | Added +3.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 75.8k $2.3m | Reduced -1.6k |
| CITIGROUP INC 0.00% of their portfolio | 75.3k $2.3m | Added +8.9k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 74.7k $2.3m | Reduced -5.1k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 72.5k $2.2m | Reduced -3.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 72.2k $2.2m | New |
| HANCOCK WHITNEY CORP 0.07% of their portfolio | 68.2k $2.1m | Added +8.0k |
| Cerity Partners LLC 0.00% of their portfolio | 67.3k $2.0m | Added +55.9k |
| EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio | 66.5k $2.0m | New |
| AXA S.A. 0.01% of their portfolio | 65.9k $2.0m | New |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 65.9k $2.0m | Added +2.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio | 65.6k $2.0m | Added +6.0k |
| Quantinno Capital Management LP 0.01% of their portfolio | 64.7k $2.0m | Added +28.2k |
| Uniplan Investment Counsel, Inc. 0.19% of their portfolio | 63.1k $1.9m | Reduced -2.4k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 60.7k $1.8m | Added +8.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 60.3k $1.8m | Added +30.9k |
| Hilton Capital Management, LLC 0.15% of their portfolio | 59.1k $1.8m | Added +6.7k |
| STRS OHIO 0.01% of their portfolio | 57.8k $1.8m | Reduced -29.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 57.8k $1.7m | New |