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 ($4.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.26. Options: 6 managers hold calls ($15.8m notional), 4 hold puts ($1.6m).
Trends to Q4 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 |
| Q3 2025 | 375 |
| Q4 2025 | 386 |
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 2024 | 148 | 167 |
| Q2 2024 | 169 | 138 |
| Q3 2024 | 161 | 166 |
| Q4 2024 | 181 | 155 |
| Q1 2025 | 196 | 150 |
| Q2 2025 | 200 | 143 |
| Q3 2025 | 173 | 173 |
| Q4 2025 | 199 | 164 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $15.6m | $8.8m | 0.56 |
| Q2 2025 | $13.1m | $3.4m | 0.26 |
| Q3 2025 | $5.3m | $2.1m | 0.40 |
| Q4 2025 | $15.8m | $1.6m | 0.10 |
Biggest buyers
| Clearbridge Investments, LLC | Added | +981.5k |
| FIRST TRUST ADVISORS LP | Added | +877.6k |
| BlackRock, Inc. | Added | +802.8k |
| WELLINGTON MANAGEMENT GROUP LLP | New | +658.6k |
| Legal & General Group Plc | Added | +403.3k |
| Bank of New York Mellon Corp | Added | +390.9k |
| Invesco Ltd. | Added | +306.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +291.1k |
| D. E. Shaw & Co., Inc. | Added | +206.1k |
| CITADEL ADVISORS LLC | Added | +174.8k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -813.5k |
| CIBC Private Wealth Group LLC | Reduced | -490.4k |
| Point72 Asset Management, L.P. | Reduced | -325.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -229.9k |
| JANE STREET GROUP, LLC | Sold out | -226.3k |
| Edgestream Partners, L.P. | Sold out | -225.7k |
| RWC Asset Management LLP | Reduced | -219.3k |
| UBS Group AG | Reduced | -202.3k |
| FRANKLIN RESOURCES INC | Reduced | -170.5k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -152.5k |
Biggest calls
| PEAK6 LLC | New | $7.7m232.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.8m142.9k shares |
| JANE STREET GROUP, LLC | Added | $1.8m52.8k shares |
| CITADEL ADVISORS LLC | Added | $741.7k22.3k shares |
| GROUP ONE TRADING LLC | Reduced | $462.3k13.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $340.2k10.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $884.7k26.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $439.0k13.2k shares |
| GROUP ONE TRADING LLC | Reduced | $163.0k4.9k shares |
| SIMPLEX TRADING, LLC | Added | $96.3k2.9k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 12.7m $422.9m | Added +802.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.2m $305.9m | Reduced -139.6k |
| Clearbridge Investments, LLC 0.12% of their portfolio | 4.7m $154.9m | Added +981.5k |
| NEUBERGER BERMAN GROUP LLC 0.09% of their portfolio | 3.5m $117.2m | Reduced -53.6k |
| MORGAN STANLEY 0.01% of their portfolio | 2.8m $94.0m | Reduced -69.8k |
| STATE STREET CORP 0.00% of their portfolio | 2.7m $88.7m | Reduced -46.6k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 1.11% of their portfolio | 2.6m $87.4m | Added +2.4k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 2.6m $85.1m | Added +877.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.5m $82.9m | Added +390.9k |
| Legal & General Group Plc 0.02% of their portfolio | 2.2m $74.6m | Added +403.3k |
| Invesco Ltd. 0.01% of their portfolio | 2.1m $70.5m | Added +306.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.5m $49.5m | Reduced -32.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.4m $47.2m | Reduced -170.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $47.2m | Added +35.3k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 1.2m $40.3m | Added +206.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $39.1m | Reduced -1.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $37.8m | Reduced -33.1k |
| UBS Group AG 0.01% of their portfolio | 914.8k $30.4m | Reduced -202.3k |
| Pacer Advisors, Inc. 0.07% of their portfolio | 837.0k $27.8m | Added +140.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 701.9k $23.3m | Reduced -140.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 658.6k $21.9m | New |
| Gotham Asset Management, LLC 0.08% of their portfolio | 651.4k $21.7m | Reduced -7.6k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.30% of their portfolio | 608.3k $20.2m | Reduced -16.7k |
| Aberdeen Group plc 0.03% of their portfolio | 573.6k $19.1m | Reduced -6.7k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.07% of their portfolio | 529.6k $17.6m | Reduced -5.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 527.0k $17.5m | Reduced -813.5k |
| RWC Asset Management LLP 0.86% of their portfolio | 526.2k $17.5m | Reduced -219.3k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 515.7k $17.2m | Added +291.1k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 509.0k $16.9m | Reduced -490.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 444.4k $14.8m | Added +9.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 403.0k $13.4m | Added +3.6k |
| NORGES BANK 0.00% of their portfolio | 391.5k $13.0m | Not comparable |
| HANCOCK WHITNEY CORP 0.21% of their portfolio | 346.3k $11.5m | Reduced -12.5k |
| FMR LLC 0.00% of their portfolio | 342.4k $11.4m | Added +169.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 320.3k $10.7m | Added +174.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 309.9k $10.3m | Reduced -17.7k |
| Foresight Group Ltd Liability Partnership 1.53% of their portfolio | 305.4k $10.2m | Reduced -112.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 295.5k $9.9m | Reduced -32.7k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 293.7k $9.8m | Reduced -31.1k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 269.5k $9.0m | Added +85.1k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 257.9k $8.6m | Reduced -325.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 251.5k $8.4m | Added +73.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 250.6k $8.3m | Reduced -46.9k |
| WESTWOOD HOLDINGS GROUP INC 0.06% of their portfolio | 238.0k $7.9m | Added +153.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 219.8k $7.3m | Reduced -11.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 216.6k $7.2m | Reduced -229.9k |
| Calydon Capital 1.14% of their portfolio | 203.9k $6.8m | Reduced -314 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 201.9k $6.7m | Added +4.4k |
| Quantinno Capital Management LP 0.01% of their portfolio | 198.7k $6.6m | Added +29.1k |
| GUGGENHEIM CAPITAL LLC 0.05% of their portfolio | 196.8k $6.5m | Added +32.6k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 189.2k $6.3m | Added +139.2k |
| Sanctuary Advisors, LLC 0.03% of their portfolio | 185.4k $6.2m | Reduced -87.7k |
| Northside Capital Management, LLC 0.48% of their portfolio | 165.4k $5.5m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 165.2k $5.5m | Added +10.9k |
| Swiss National Bank 0.00% of their portfolio | 164.2k $5.5m | Added +2.8k |
| ALPS ADVISORS INC 0.03% of their portfolio | 159.4k $5.3m | Reduced -5.3k |
| Northwest & Ethical Investments L.P. 0.12% of their portfolio | 156.4k $5.2m | Reduced -147.2k |
| Susquehanna Portfolio Strategies, LLC 0.08% of their portfolio | 155.3k $5.2m | Added +23.6k |
| ARDSLEY ADVISORY PARTNERS LP 0.64% of their portfolio | 150.0k $5.0m | Added +25.0k |
| Amundi 0.00% of their portfolio | 148.8k $4.9m | Added +61.7k |
| Brookfield Corp /ON/ 0.01% of their portfolio | 143.9k $4.8m | Added +56.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 132.0k $4.4m | Added +9.8k |
| Castellan Group 0.55% of their portfolio | 130.2k $4.3m | Added +5.4k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 127.2k $4.2m | Reduced -1.8k |
| BESSEMER GROUP INC 0.01% of their portfolio | 126.3k $4.2m | Added +125.1k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 118.2k $3.9m | Added +29.9k |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.06% of their portfolio | 117.2k $3.9m | Added +99.1k |
| Illinois Municipal Retirement Fund 0.05% of their portfolio | 111.5k $3.7m | Added +19.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 111.0k $3.7m | Added +40.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 109.2k $3.6m | Reduced -57.9k |
| LPL Financial LLC 0.00% of their portfolio | 107.4k $3.6m | Added +17.9k |
| Raiffeisen Bank International AG 0.04% of their portfolio | 100.0k $3.3m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 94.9k $3.2m | Added +3.1k |
| AE Wealth Management LLC 0.02% of their portfolio | 94.1k $3.1m | Added +1.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 93.4k $3.1m | Added +24.6k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 92.3k $3.1m | Reduced -100 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 91.2k $3.0m | Added +3.4k |
| Uniplan Investment Counsel, Inc. 0.30% of their portfolio | 90.8k $3.0m | Added +8.4k |
| Synergy Asset Management, LLC 0.31% of their portfolio | 90.6k $3.0m | Reduced -138.5k |
| Aventail Capital Group, LP 0.17% of their portfolio | 86.5k $2.9m | Reduced -88.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 82.3k $2.7m | Reduced -42.0k |
| Corient Private Wealth LP 0.00% of their portfolio | 79.2k $2.6m | Added +63.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 78.1k $2.6m | Reduced -2.8k |
| Measured Risk Portfolios, Inc. 2.99% of their portfolio | 77.9k $2.6m | Reduced -1.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 77.6k $2.6m | Added +28.1k |
| Hilton Capital Management, LLC 0.19% of their portfolio | 76.8k $2.6m | Added +7.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 76.5k $2.5m | Reduced -72 |
| EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio | 74.6k $2.5m | Added +4.5k |
| Cerity Partners LLC 0.00% of their portfolio | 74.6k $2.5m | Added +3.9k |
| HighTower Advisors, LLC 0.00% of their portfolio | 71.3k $2.4m | Reduced -1.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 69.0k $2.3m | Added +42.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 63.7k $2.1m | Added +2.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 63.2k $2.1m | Added +2.5k |
| HRT FINANCIAL LP 0.01% of their portfolio | 62.2k $2.1m | New |
| Bridgewater Associates, LP 0.01% of their portfolio | 60.6k $2.0m | Reduced -37.1k |
| Maven Securities LTD 0.25% of their portfolio | 59.8k $2.0m | Reduced -84.3k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 59.7k $2.0m | Reduced -11.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio | 58.7k $2.0m | Reduced -4.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 58.1k $1.9m | Added +28.6k |
| Creative Planning 0.00% of their portfolio | 57.8k $1.9m | Added +27.5k |