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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.00. Options: 8 managers hold calls ($13.1m notional), 6 hold puts ($3.4m).
Trends to Q2 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 |
| Q2 2025 | 379 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 200 | 143 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $6.1m | $5.3m | 0.86 |
| Q4 2024 | $4.1m | $2.5m | 0.62 |
| Q1 2025 | $15.6m | $8.8m | 0.56 |
| Q2 2025 | $13.1m | $3.4m | 0.26 |
Biggest buyers
| ClearBridge Investments Ltd | New | +2.5m |
| Pacer Advisors, Inc. | Added | +499.4k |
| NORTHERN TRUST CORP | Added | +452.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +394.6k |
| HANCOCK WHITNEY CORP | Added | +300.8k |
| UBS Group AG | Added | +278.8k |
| Northside Capital Management, LLC | New | +276.5k |
| PRUDENTIAL FINANCIAL INC | Added | +276.4k |
| MORGAN STANLEY | Added | +241.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +239.6k |
Biggest sellers
| FMR LLC | Reduced | -2.0m |
| BlackRock, Inc. | Reduced | -592.1k |
| CITADEL ADVISORS LLC | Reduced | -497.6k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -452.1k |
| Brookfield Corp /ON/ | Reduced | -307.2k |
| ALGERT GLOBAL LLC | Reduced | -215.3k |
| DEUTSCHE BANK AG\ | Reduced | -186.4k |
| Arosa Capital Management LP | Reduced | -176.7k |
| Invesco Ltd. | Reduced | -143.1k |
| Squarepoint Ops LLC | Reduced | -139.9k |
Biggest calls
| PEAK6 LLC | Added | $5.9m185.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.2m131.8k shares |
| JANE STREET GROUP, LLC | Added | $1.0m32.1k shares |
| CITADEL ADVISORS LLC | Reduced | $681.6k21.3k shares |
| WOLVERINE TRADING, LLC | Added | $649.2k20.2k shares |
| SIMPLEX TRADING, LLC | Added | $487.0k15.6k shares |
| GROUP ONE TRADING LLC | Reduced | $76.8k2.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.3m73.0k shares |
| UBS Group AG | New | $377.6k11.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $316.0k9.9k shares |
| CITADEL ADVISORS LLC | Reduced | $272.0k8.5k shares |
| GROUP ONE TRADING LLC | Added | $60.8k1.9k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 12.1m $387.0m | Reduced -592.1k |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.4m $300.2m | Reduced -90.7k |
| NEUBERGER BERMAN GROUP LLC 0.09% of their portfolio | 3.6m $116.8m | Reduced -452.1k |
| STATE STREET CORP 0.00% of their portfolio | 2.9m $93.9m | Reduced -34.0k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 1.19% of their portfolio | 2.9m $91.2m | Added +73.0k |
| MORGAN STANLEY 0.01% of their portfolio | 2.7m $87.9m | Added +241.6k |
| ClearBridge Investments Ltd 1.75% of their portfolio | 2.5m $80.0m | New |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.2m $70.0m | Added +452.0k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 2.2m $69.5m | Added +77.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.0m $63.7m | Added +82.1k |
| Legal & General Group Plc 0.01% of their portfolio | 1.6m $50.1m | Added +63.0k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.6m $50.0m | Added +116.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $43.7m | Reduced -6.3k |
| Invesco Ltd. 0.01% of their portfolio | 1.3m $41.5m | Reduced -143.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $37.6m | Reduced -32.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $37.6m | Added +10.1k |
| UBS Group AG 0.01% of their portfolio | 868.8k $27.8m | Added +278.8k |
| NORGES BANK 0.00% of their portfolio | 840.5k $26.9m | Added +108.9k |
| Pacer Advisors, Inc. 0.06% of their portfolio | 772.6k $24.7m | Added +499.4k |
| Gotham Asset Management, LLC 0.13% of their portfolio | 683.2k $21.9m | Reduced -131.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 669.9k $21.4m | Added +109.5k |
| RWC Asset Management LLP 1.12% of their portfolio | 664.2k $21.3m | Added +26.9k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 589.4k $18.9m | Reduced -2.8k |
| Aberdeen Group plc 0.03% of their portfolio | 578.5k $18.5m | Unchanged |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.28% of their portfolio | 574.7k $18.4m | Unchanged |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 545.8k $17.5m | Reduced -497.6k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.08% of their portfolio | 543.3k $17.4m | Reduced -6.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 483.1k $15.5m | Reduced -70.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 479.0k $15.3m | Added +27.9k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 439.6k $14.1m | Added +276.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 435.4k $13.9m | Added +17.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 429.9k $13.8m | Added +394.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 410.6k $13.1m | Reduced -503 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.78% of their portfolio | 400.0k $12.8m | Reduced -122.0k |
| HANCOCK WHITNEY CORP 0.23% of their portfolio | 369.0k $11.8m | Added +300.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 354.6k $11.3m | Added +106.9k |
| Foresight Group Ltd Liability Partnership 1.61% of their portfolio | 352.7k $11.3m | Reduced -9.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 339.9k $10.9m | Added +141.2k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 283.8k $9.1m | Added +21.2k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 279.9k $9.0m | Added +4.8k |
| Northside Capital Management, LLC 0.67% of their portfolio | 276.5k $8.8m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 275.3k $8.8m | Added +1.2k |
| Northwest & Ethical Investments L.P. 0.21% of their portfolio | 267.1k $8.5m | Added +10.5k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 265.8k $8.5m | Added +239.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 246.0k $7.9m | Reduced -29.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 245.6k $7.7m | Added +187.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 239.1k $7.7m | Reduced -5.6k |
| Calydon Capital 0.73% of their portfolio | 234.0k $7.5m | Added +12.5k |
| Verition Fund Management LLC 0.04% of their portfolio | 213.8k $6.8m | Reduced -127.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 207.6k $6.6m | Added +135.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 206.1k $6.6m | Reduced -15.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 200.7k $6.4m | Added +94.2k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 196.3k $6.3m | Added +16.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 194.0k $6.2m | Added +2.7k |
| CONGRESS ASSET MANAGEMENT CO 0.04% of their portfolio | 192.4k $6.2m | Reduced -9.2k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 184.2k $5.9m | Reduced -59.3k |
| Brookfield Corp /ON/ 0.01% of their portfolio | 181.0k $5.8m | Reduced -307.2k |
| ALPS ADVISORS INC 0.03% of their portfolio | 180.3k $5.8m | Added +10.9k |
| Aventail Capital Group, LP 0.25% of their portfolio | 175.1k $5.6m | Added +130.4k |
| Nuveen, LLC 0.00% of their portfolio | 170.2k $5.4m | Reduced -20.2k |
| PINEBRIDGE INVESTMENTS, L.P. 0.04% of their portfolio | 168.8k $5.4m | Added +61.3k |
| Amundi 0.00% of their portfolio | 168.4k $5.4m | Added +33.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 163.6k $5.2m | Added +23.4k |
| Swiss National Bank 0.00% of their portfolio | 158.2k $5.1m | Reduced -2.4k |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 144.7k $4.6m | Reduced -215.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 139.8k $4.5m | Reduced -34.9k |
| Sanctuary Advisors, LLC 0.03% of their portfolio | 128.6k $4.1m | Added +5.4k |
| GUGGENHEIM CAPITAL LLC 0.03% of their portfolio | 123.8k $4.0m | Added +29.2k |
| Castellan Group 0.73% of their portfolio | 123.7k $4.0m | Added +5.3k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 115.0k $3.7m | Added +87.0k |
| FMR LLC 0.00% of their portfolio | 112.5k $3.6m | Reduced -2.0m |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 110.6k $3.5m | Added +648 |
| LPL Financial LLC 0.00% of their portfolio | 108.6k $3.5m | Reduced -6.7k |
| HighTower Advisors, LLC 0.00% of their portfolio | 106.7k $3.4m | Added +8.6k |
| Trexquant Investment LP 0.04% of their portfolio | 106.0k $3.4m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 105.8k $3.4m | Reduced -186.4k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 101.0k $3.2m | Added +3.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 93.9k $3.0m | Added +33.5k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 92.9k $3.0m | Added +47.7k |
| Illinois Municipal Retirement Fund 0.04% of their portfolio | 89.9k $2.9m | Reduced -22.6k |
| Quantinno Capital Management LP 0.01% of their portfolio | 89.6k $2.9m | Added +24.8k |
| AE Wealth Management LLC 0.02% of their portfolio | 87.4k $2.8m | Added +2.3k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 85.4k $2.7m | Added +10.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 84.2k $2.7m | Reduced -30.8k |
| WESTWOOD HOLDINGS GROUP INC 0.02% of their portfolio | 84.1k $2.7m | New |
| Uniplan Investment Counsel, Inc. 0.27% of their portfolio | 83.5k $2.7m | Added +20.5k |
| Nebula Research & Development LLC 0.23% of their portfolio | 83.0k $2.7m | Reduced -21.6k |
| Edgestream Partners, L.P. 0.07% of their portfolio | 81.2k $2.6m | Added +32.2k |
| Measured Risk Portfolios, Inc. 2.82% of their portfolio | 78.8k $2.5m | Reduced -7.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 76.5k $2.4m | Added +683 |
| HRT FINANCIAL LP 0.01% of their portfolio | 75.1k $2.4m | New |
| Hudson Bay Capital Management LP 0.02% of their portfolio | 73.5k $2.4m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 72.9k $2.3m | Reduced -139.9k |
| EXCHANGE TRADED CONCEPTS, LLC 0.03% of their portfolio | 69.3k $2.2m | Added +2.9k |
| XTX Topco Ltd 0.09% of their portfolio | 68.6k $2.2m | New |
| Cerity Partners LLC 0.00% of their portfolio | 68.5k $2.2m | Added +1.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio | 68.1k $2.2m | Added +2.4k |
| Hilton Capital Management, LLC 0.17% of their portfolio | 65.4k $2.1m | Added +6.3k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 64.3k $2.1m | Reduced -8.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 64.2k $2.1m | Added +11.2k |