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 ($6.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.29. Options: 10 managers hold calls ($18.4m notional), 8 hold puts ($3.6m).
Trends to Q1 2026
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 |
| Q1 2026 | 409 |
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 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 |
| Q1 2026 | 232 | 141 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $13.1m | $3.4m | 0.26 |
| Q3 2025 | $5.3m | $2.1m | 0.40 |
| Q4 2025 | $15.8m | $1.6m | 0.10 |
| Q1 2026 | $18.4m | $3.6m | 0.20 |
Biggest buyers
| BlackRock, Inc. | Added | +1.2m |
| NEUBERGER BERMAN GROUP LLC | Added | +940.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +749.6k |
| Clearbridge Investments, LLC | Added | +547.0k |
| Invesco Ltd. | Added | +354.7k |
| HRT FINANCIAL LP | Added | +302.8k |
| MORGAN STANLEY | Added | +223.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +164.5k |
| BANK OF AMERICA CORP /DE/ | Added | +141.8k |
| FRANKLIN RESOURCES INC | Added | +132.8k |
Biggest sellers
| FIRST TRUST ADVISORS LP | Reduced | -1.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -658.6k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Sold out | -608.3k |
| D. E. Shaw & Co., Inc. | Reduced | -504.4k |
| Legal & General Group Plc | Reduced | -309.7k |
| CITADEL ADVISORS LLC | Reduced | -277.9k |
| TWO SIGMA ADVISERS, LP | Sold out | -189.2k |
| NORTHERN TRUST CORP | Reduced | -181.9k |
| UBS Group AG | Reduced | -179.3k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -94.0k |
Biggest calls
| PEAK6 LLC | Reduced | $7.9m202.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.1m104.3k shares |
| CITADEL ADVISORS LLC | Added | $1.8m46.4k shares |
| LMR Partners LLP | New | $1.6m40.0k shares |
| JANE STREET GROUP, LLC | Reduced | $907.6k23.1k shares |
| D. E. Shaw & Co., Inc. | New | $679.7k17.3k shares |
| IMC-Chicago, LLC | New | $671.9k17.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $392.4k10.0k shares |
| Walleye Trading LLC | New | $243.6k6.2k shares |
| Walleye Capital LLC | New | $113.9k2.9k shares |
Biggest puts
| LMR Partners LLP | New | $1.6m40.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $907.6k23.1k shares |
| CITADEL ADVISORS LLC | Reduced | $699.4k17.8k shares |
| JANE STREET GROUP, LLC | New | $208.2k5.3k shares |
| Walleye Capital LLC | New | $149.3k3.8k shares |
| Walleye Trading LLC | New | $47.1k1.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $19.6k500 shares |
| GROUP ONE TRADING LLC | Reduced | $7.9k200 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 2026
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 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 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 13.9m $546.8m | Added +1.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 5.3m $206.6m | First filing |
| Clearbridge Investments, LLC 0.18% of their portfolio | 5.2m $204.5m | Added +547.0k |
| NEUBERGER BERMAN GROUP LLC 0.13% of their portfolio | 4.5m $175.4m | Added +940.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.5m $139.2m | First filing |
| MORGAN STANLEY 0.01% of their portfolio | 3.1m $119.9m | Added +223.9k |
| STATE STREET CORP 0.00% of their portfolio | 2.7m $107.8m | Added +77.8k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 1.06% of their portfolio | 2.6m $101.5m | Reduced -45.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.5m $98.7m | Added +21.2k |
| Invesco Ltd. 0.01% of their portfolio | 2.5m $97.2m | Added +354.7k |
| Legal & General Group Plc 0.02% of their portfolio | 1.9m $76.0m | Reduced -309.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $62.2m | Added +164.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.6m $61.0m | Added +132.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $51.4m | Reduced -181.9k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 1.3m $49.7m | Added +749.6k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 1.2m $47.9m | Reduced -1.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $47.0m | Added +60.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $46.7m | Added +14.0k |
| Pacer Advisors, Inc. 0.10% of their portfolio | 844.2k $33.2m | Added +7.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 843.6k $33.1m | Added +141.8k |
| UBS Group AG 0.01% of their portfolio | 735.4k $28.9m | Reduced -179.3k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 706.6k $27.8m | Reduced -504.4k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 659.8k $25.9m | Added +8.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.09% of their portfolio | 531.5k $20.9m | Added +1.9k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 529.0k $20.8m | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 526.9k $20.5m | Reduced -99 |
| Aberdeen Group plc 0.03% of their portfolio | 504.5k $19.8m | Reduced -69.2k |
| RWC Asset Management LLP 0.78% of their portfolio | 479.0k $18.8m | Reduced -47.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 413.4k $16.2m | Reduced -31.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 411.1k $16.2m | Added +8.1k |
| FMR LLC 0.00% of their portfolio | 388.0k $15.2m | Added +45.5k |
| HRT FINANCIAL LP 0.05% of their portfolio | 364.9k $14.3m | Added +302.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 336.4k $13.2m | Added +119.8k |
| HANCOCK WHITNEY CORP 0.22% of their portfolio | 319.5k $12.9m | Reduced -26.7k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 318.2k $12.5m | Added +60.3k |
| Quantinno Capital Management LP 0.02% of their portfolio | 309.6k $12.2m | Added +110.9k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 303.6k $11.9m | Added +9.9k |
| CIBC Bancorp USA Inc. 0.02% of their portfolio | 290.2k $11.4m | First filing |
| Foresight Group Ltd Liability Partnership 1.98% of their portfolio | 285.6k $11.2m | Reduced -19.9k |
| WESTWOOD HOLDINGS GROUP INC 0.08% of their portfolio | 284.7k $11.2m | Added +46.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 281.4k $11.0m | Reduced -14.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 279.8k $11.0m | Reduced -30.1k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 262.3k $10.3m | Reduced -7.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 260.7k $10.2m | Added +10.1k |
| Sanctuary Advisors, LLC 0.05% of their portfolio | 243.6k $9.6m | Added +58.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 239.3k $9.4m | Reduced -12.2k |
| LPL Financial LLC 0.00% of their portfolio | 231.1k $9.1m | Added +123.7k |
| GUGGENHEIM CAPITAL LLC 0.07% of their portfolio | 228.4k $9.0m | Added +31.6k |
| Nuveen, LLC 0.00% of their portfolio | 209.9k $8.2m | Added +44.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 207.5k $8.2m | Reduced -12.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 203.5k $8.0m | Added +1.6k |
| Calydon Capital 1.29% of their portfolio | 200.8k $7.9m | Reduced -3.1k |
| BESSEMER GROUP INC 0.01% of their portfolio | 180.8k $7.1m | Added +54.4k |
| Swiss National Bank 0.00% of their portfolio | 167.8k $6.6m | Added +3.6k |
| ALPS ADVISORS INC 0.03% of their portfolio | 164.4k $6.5m | Added +5.0k |
| Susquehanna Portfolio Strategies, LLC 0.09% of their portfolio | 153.1k $6.0m | Reduced -2.2k |
| Aventail Capital Group, LP 0.27% of their portfolio | 143.8k $5.7m | Added +57.3k |
| Amundi 0.00% of their portfolio | 143.2k $5.6m | Reduced -5.5k |
| Castellan Group 0.77% of their portfolio | 142.2k $5.6m | Added +12.0k |
| Northwest & Ethical Investments L.P. 0.13% of their portfolio | 141.1k $5.5m | Reduced -15.2k |
| ARDSLEY ADVISORY PARTNERS LP 0.84% of their portfolio | 140.0k $5.5m | Reduced -10.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 135.7k $5.3m | Added +3.7k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 128.3k $5.0m | Added +116.0k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 125.5k $4.9m | Reduced -1.7k |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.07% of their portfolio | 123.3k $4.8m | Added +6.1k |
| Northside Capital Management, LLC 0.41% of their portfolio | 117.9k $4.6m | Reduced -47.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 105.5k $4.1m | Added +10.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 104.2k $4.1m | Added +27.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 102.3k $4.0m | Added +24.8k |
| Raiffeisen Bank International AG 0.06% of their portfolio | 100.0k $3.9m | Unchanged |
| AE Wealth Management LLC 0.02% of their portfolio | 95.8k $3.8m | Added +1.7k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 92.7k $3.6m | Added +342 |
| Tidal Investments LLC 0.01% of their portfolio | 91.7k $3.6m | Added +35.4k |
| Brookfield Corp /ON/ 0.00% of their portfolio | 91.4k $3.6m | Reduced -52.6k |
| Informed Momentum Co LLC 0.41% of their portfolio | 90.0k $3.5m | New |
| Synergy Asset Management, LLC 0.37% of their portfolio | 89.6k $3.5m | Reduced -1.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 89.3k $3.5m | Reduced -4.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 88.7k $3.5m | Added +39.9k |
| Hilton Capital Management, LLC 0.26% of their portfolio | 88.1k $3.5m | Added +11.2k |
| Uniplan Investment Counsel, Inc. 0.35% of their portfolio | 87.9k $3.5m | Reduced -2.9k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 87.6k $3.4m | Reduced -3.6k |
| Illinois Municipal Retirement Fund 0.04% of their portfolio | 87.4k $3.4m | Reduced -24.1k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 79.9k $3.1m | Reduced -38.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 79.6k $3.1m | First filing |
| SEI INVESTMENTS CO 0.00% of their portfolio | 78.6k $3.1m | Added +40.6k |
| HighTower Advisors, LLC 0.00% of their portfolio | 77.8k $3.1m | Added +6.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 77.3k $3.0m | Reduced -820 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 74.9k $2.9m | Added +5.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 74.2k $2.5m | Reduced -8.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 74.1k $2.9m | Added +10.4k |
| Cerity Partners LLC 0.00% of their portfolio | 73.7k $2.9m | Reduced -872 |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% of their portfolio | 73.3k $2.9m | Added +44.8k |
| Oak Thistle LLC 0.26% of their portfolio | 69.4k $2.7m | Added +16.0k |
| Corient Private Wealth LP 0.00% of their portfolio | 67.0k $2.6m | Reduced -12.2k |
| Measured Risk Portfolios, Inc. 2.87% of their portfolio | 66.2k $2.6m | Reduced -11.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.02% of their portfolio | 65.6k $2.6m | Added +6.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 62.1k $2.4m | Reduced -1.1k |
| Creative Planning 0.00% of their portfolio | 61.2k $2.4m | Added +3.4k |
| EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio | 60.0k $2.4m | Reduced -14.7k |
| Hennion & Walsh Asset Management, Inc. 0.08% of their portfolio | 59.0k $2.3m | Added +14.8k |