CWENNYSEElectric ServicesFiscal year ends December 31
Clearway Energy, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$29.55−0.38 (-1.27%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
50.0%
103M of 205M shares
Institutional holders
481
122 new, 45 sold out
Net institutional buying
24M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 85,181,445 | 41.50% | 13D (active) amendment | Apr 29, 2026 |
| TotalEnergies SE | 84,175,483 | 41.00% | 13D (active) amendment | Apr 29, 2026 |
| Vanguard Capital Management | 6,395,381 | 5.27% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 5,266,873 | 6.10% | 13G (passive) | Mar 31, 2026 |
| GIP III Zephyr Acquisition Partners, L.P. | 42,760,591 | 55.30% | 13D (active) amendment | Jun 28, 2024 |
| BlackRock, Inc. | 4,130,501 | 11.90% | 13G (passive) amendment | Mar 31, 2026 |
| Saul Ballesteros | 2,265,330 | 6.54% | 13G (passive) | Jun 30, 2025 |
| First Trust Advisors L.P. | 1,773,795 | 5.12% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CWEN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,395,824 | 8.96% | $628.77M | +4,478,807 | 0.01% |
| Vanguard Portfolio Management LLC | 7,287,314 | 3.55% | $249.08M | +2,029,839 | 0.01% |
| Clearbridge Investments, LLC | 5,612,012 | 2.73% | $191.82M | +408,041 | 0.16% |
| Vanguard Capital Management LLC | 5,459,556 | 2.66% | $186.61M | +1,916,356 | 0.00% |
| Neuberger Berman Group LLC | 4,616,981 | 2.25% | $157.86M | +152,731 | 0.10% |
| Charles Schwab Investment Management Inc | 4,356,248 | 2.12% | $148.90M | +3,160,220 | 0.02% |
| State Street Corp | 4,115,231 | 2.00% | $140.66M | +1,370,959 | 0.00% |
| Morgan Stanley | 3,612,445 | 1.76% | $123.47M | +561,491 | 0.01% |
| Bank of New York Mellon Corp | 3,174,715 | 1.55% | $108.51M | +662,028 | 0.02% |
| Invesco Ltd. | 3,096,937 | 1.51% | $105.85M | +622,391 | 0.01% |
| Geode Capital Management, LLC | 2,322,405 | 1.13% | $79.40M | +738,934 | 0.00% |
| Legal & General Group Plc | 2,301,213 | 1.12% | $78.66M | +367,307 | 0.02% |
| Dimensional Fund Advisors LP | 1,645,863 | 0.80% | $56.26M | +456,396 | 0.01% |
| Northern Trust Corp | 1,545,365 | 0.75% | $52.82M | +237,822 | 0.01% |
| Franklin Resources Inc | 1,482,760 | 0.72% | $50.68M | −70,378 | 0.01% |
| Goldman Sachs Group Inc | 1,188,896 | 0.58% | $40.64M | +852,494 | 0.00% |
| Nuveen, LLC | 1,048,357 | 0.51% | $35.83M | +838,484 | 0.01% |
| Amundi | 1,044,550 | 0.51% | $35.71M | +901,332 | 0.01% |
| First Trust Advisors LP | 1,034,429 | 0.50% | $35.36M | −185,333 | 0.02% |
| Two Sigma Investments, LP | 909,064 | 0.44% | $31.07M | −356,220 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 481 | 103M | 50.0% | 122 / 246 | 73 / 45 | 30M | 6M |
| Q1 2026 | 410 | 79M | 38.4% | 65 / 176 | 106 / 36 | 17M | 6M |
| Q4 2025 | 385 | 78M | 37.9% | 67 / 145 | 117 / 47 | 8M | 6M |
| Q3 2025 | 375 | 77M | 37.3% | 43 / 132 | 133 / 42 | 12M | 8M |
| Q2 2025 | 377 | 75M | 36.8% | 61 / 145 | 111 / 32 | 9M | 7M |
| Q1 2025 | 351 | 74M | 36.1% | 58 / 143 | 106 / 45 | 8M | 7M |
| Q4 2024 | 342 | 73M | 35.4% | 53 / 142 | 103 / 52 | 8M | 8M |
| Q3 2024 | 344 | 73M | 35.5% | 54 / 112 | 131 / 35 | 20M | 7M |
| Q2 2024 | 329 | 75M | 36.5% | 52 / 119 | 105 / 33 | 8M | 12M |
| Q1 2024 | 312 | 79M | 38.4% | 47 / 104 | 120 / 48 | 8M | 10M |
| Q4 2023 | 313 | 80M | 39.1% | 73 / 100 | 104 / 38 | 20M | 10M |
| Q3 2023 | 281 | 70M | 33.9% | 34 / 115 | 94 / 59 | 8M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CWEN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7,300,048 | 3.56% | $249.52M | 0.22% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,850,416 | 1.88% | $131.61M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,779,652 | 1.35% | $95.01M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,760,295 | 0.86% | $60.17M | 0.09% | Jun 30, 2026 |
| First Trust North American Energy Infrastructure Fund | 1,462,650 | 0.71% | $46.41M | 1.12% | Jul 31, 2026 |
| Invesco Solar ETF | 1,400,038 | 0.68% | $57.63M | 2.51% | May 31, 2026 |
| iShares Global Clean Energy ETF | 1,395,029 | 0.68% | $44.26M | 1.92% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,391,448 | 0.68% | $47.56M | 0.05% | Jun 30, 2026 |
| Franklin Utilities Fund | 1,200,000 | 0.58% | $41.02M | 0.54% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,108,943 | 0.54% | $37.90M | 0.22% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 1,088,855 | 0.53% | $37.22M | 0.45% | Jun 30, 2026 |
| BNY Mellon Global Infrastructure Income ETF | 923,426 | 0.45% | $29.30M | 2.24% | Jul 31, 2026 |
| Tortoise Energy Infrastructure Total Return Fund | 912,842 | 0.44% | $37.57M | 1.00% | May 31, 2026 |
| Schwab U.S. Dividend Equity ETF | 822,821 | 0.40% | $33.87M | 0.04% | May 31, 2026 |
| Vanguard Utilities Index Fund | 822,337 | 0.40% | $33.85M | 0.32% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Craig Cornelius | President & CEO, Director | 362,364 | 0.18% | Sep 3, 2026 |
| Samantha Prout | SVP, Accounting and Controller | – | – | Sep 10, 2026 |
| Sarah Rubenstein | EVP AND CFO | 52,999 | 0.03% | Sep 3, 2026 |
| Michael August Brown | SVP, GC & Corp. Secretary | 22,629 | 0.01% | Sep 3, 2026 |
| Kevin P. Malcarney | EVP, GEN COUNSEL AND CORP SECR | 89,560 | 0.04% | Jun 3, 2026 |
| TotalEnergies Delaware, Inc. | Director, 10% owner | 76,974 | 0.04% | Sep 25, 2026 |
| SE TotalEnergies | Director, 10% owner | 77,075 | 0.04% | Sep 25, 2026 |
| Gestion USA SARL TotalEnergies | Director, 10% owner | 504,682 | 0.25% | Sep 25, 2026 |
| TotalEnergies Holdings USA, Inc. | Director, 10% owner | 78,938 | 0.04% | Sep 25, 2026 |
| TotalEnergies Renewables USA, LLC | Director, 10% owner | 84,473 | 0.04% | Sep 25, 2026 |
| Brian R. Ford | Director | 106,123 | 0.05% | Sep 3, 2026 |
| E. Stanley Oneal | Director | 91,467 | 0.04% | Sep 3, 2026 |
| Jennifer Elaine Lowry | Director | 25,840 | 0.01% | Sep 3, 2026 |
| Daniel B. More | Director | 71,154 | 0.03% | Sep 3, 2026 |
| Paige Goodwin | Director | – | – | Jul 23, 2025 |
| III Zephyr Acquisition Partners L.P. GIP | Director, 10% owner | 119,821 | 0.06% | Jan 17, 2025 |
| Energy Group LLC Clearway | Director, 10% owner | 79,844 | 0.04% | Jan 17, 2025 |
| Global Infrastructure Investors III, LLC | Director, 10% owner | 85,798 | 0.04% | Jan 17, 2025 |
| Global Infrastructure GP III, L.P. | Director, 10% owner | 107,146 | 0.05% | Jan 17, 2025 |
| GIP III Zephyr Midco Holdings, L.P. | Director, 10% owner | 134,092 | 0.07% | Jan 17, 2025 |
| Zephyr Holdings GP, LLC | Director, 10% owner | 113,368 | 0.06% | Jan 17, 2025 |
| Marc-Antoine Pignon | Director | – | – | Dec 16, 2024 |
| Olivier Jouny | Director | – | – | Nov 4, 2024 |
| Portfolio Management LLC BlackRock | 10% owner | 84,473 | 0.04% | Sep 25, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Portfolio Management LLC BlackRock 10% owner | Sep 23, 2026 | Other | +5,275 | – | – | 84,473 |
| Portfolio Management LLC BlackRock 10% owner | Sep 23, 2026 | Other | +260 | $30.12 | $7.83K | 79,198 |
| TotalEnergies Renewables USA, LLC Director, 10% owner | Sep 23, 2026 | Other | +5,275 | – | – | 84,473 |
| TotalEnergies Renewables USA, LLC Director, 10% owner | Sep 23, 2026 | Other | +260 | $30.12 | $7.83K | 79,198 |
| Daniel B. More Director | Sep 1, 2026 | Award | +1,056 | – | – | 71,154 |
| Craig Cornelius President & CEO, Director | Sep 1, 2026 | Award | +4,277 | – | – | 362,364 |
| Jennifer Elaine Lowry Director | Sep 1, 2026 | Award | +371 | – | – | 25,840 |
| E. Stanley Oneal Director | Sep 1, 2026 | Award | +1,209 | – | – | 91,467 |
| Brian R. Ford Director | Sep 1, 2026 | Award | +1,560 | – | – | 105,123 |
| Sarah Rubenstein EVP AND CFO | Sep 1, 2026 | Award | +860 | – | – | 52,999 |
| Michael August Brown SVP, GC & Corp. Secretary | Sep 1, 2026 | Award | +335 | – | – | 22,629 |
| TotalEnergies Holdings USA, Inc. Director, 10% owner | Aug 7, 2026 | Other | +1,646 | – | – | 78,938 |
| Portfolio Management LLC BlackRock 10% owner | Aug 7, 2026 | Other | +1,646 | – | – | 78,938 |
| Portfolio Management LLC BlackRock 10% owner | Jul 31, 2026 | Other | +217 | – | – | 77,292 |
| TotalEnergies Holdings USA, Inc. Director, 10% owner | Jul 31, 2026 | Other | +217 | – | – | 77,292 |
| Portfolio Management LLC BlackRock 10% owner | Jul 9, 2026 | Other | +101 | – | – | 77,075 |
| SE TotalEnergies Director, 10% owner | Jul 9, 2026 | Other | +101 | – | – | 77,075 |
| Craig Cornelius President & CEO, Director | Jul 1, 2026 | Tax withholding | −7,184 | – | – | 358,087 |
| Portfolio Management LLC BlackRock 10% owner | Jun 18, 2026 | Other | +945 | – | – | 76,974 |
| TotalEnergies Delaware, Inc. Director, 10% owner | Jun 18, 2026 | Other | +945 | – | – | 76,974 |
| Portfolio Management LLC BlackRock 10% owner | Jun 12, 2026 | Other | +438 | – | – | 76,029 |
| TotalEnergies Holdings USA, Inc. Director, 10% owner | Jun 12, 2026 | Other | +438 | – | – | 76,029 |
| E. Stanley Oneal Director | Jun 1, 2026 | Award | +919 | – | – | 90,258 |
| E. Stanley Oneal Director | Jun 1, 2026 | Award | +6,692 | – | – | 89,339 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Jun 1, 2026 | Award | +598 | – | – | 89,560 |
| Daniel B. More Director | Jun 1, 2026 | Award | +3,966 | – | – | 69,295 |
| Daniel B. More Director | Jun 1, 2026 | Award | +803 | – | – | 70,098 |
| Jennifer Elaine Lowry Director | Jun 1, 2026 | Award | +282 | – | – | 25,469 |
| Jennifer Elaine Lowry Director | Jun 1, 2026 | Award | +3,966 | – | – | 25,187 |
| Michael August Brown SVP, GC & Corp. Secretary | Jun 1, 2026 | Award | +255 | – | – | 22,294 |
| Sarah Rubenstein EVP AND CFO | Jun 1, 2026 | Award | +654 | – | – | 52,139 |
| Craig Cornelius President & CEO, Director | Jun 1, 2026 | Award | +3,413 | – | – | 365,271 |
| Brian R. Ford Director | Jun 1, 2026 | Award | +1,186 | – | – | 103,563 |
| Brian R. Ford Director | Jun 1, 2026 | Award | +4,461 | – | – | 102,377 |
| SE TotalEnergies Director, 10% owner | May 1, 2026 | Other | +6,461 | – | – | 75,591 |
| Portfolio Management LLC BlackRock 10% owner | May 1, 2026 | Other | +6,461 | – | – | 75,591 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Apr 29, 2026 | Other | +600 | – | – | 88,962 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Apr 29, 2026 | Other | −600 | – | – | 0 |
| Brian R. Ford Director | Apr 29, 2026 | Other | +8,785 | – | – | 97,916 |
| Brian R. Ford Director | Apr 29, 2026 | Other | −8,785 | – | – | 0 |
| SE TotalEnergies Director, 10% owner | Apr 29, 2026 | Other | −21,841 | – | – | 0 |
| SE TotalEnergies Director, 10% owner | Apr 29, 2026 | Other | +21,841 | – | – | 69,130 |
| Sarah Rubenstein EVP AND CFO | Apr 29, 2026 | Other | +380 | – | – | 51,485 |
| Sarah Rubenstein EVP AND CFO | Apr 29, 2026 | Other | −380 | – | – | 0 |
| Portfolio Management LLC BlackRock 10% owner | Apr 29, 2026 | Other | +21,841 | – | – | 69,130 |
| Portfolio Management LLC BlackRock 10% owner | Apr 29, 2026 | Other | −21,841 | – | – | 0 |
| Sarah Rubenstein EVP AND CFO | Apr 15, 2026 | Option exercise | +6,629 | – | – | 52,945 |
| Sarah Rubenstein EVP AND CFO | Apr 15, 2026 | Tax withholding | −1,218 | – | – | 46,316 |
| Sarah Rubenstein EVP AND CFO | Apr 15, 2026 | Tax withholding | −1,105 | – | – | 47,534 |
| Sarah Rubenstein EVP AND CFO | Apr 15, 2026 | Tax withholding | −1,465 | – | – | 48,639 |
| Sarah Rubenstein EVP AND CFO | Apr 15, 2026 | Tax withholding | −973 | – | – | 50,104 |
| Sarah Rubenstein EVP AND CFO | Apr 15, 2026 | Award | +4,643 | – | – | 51,105 |
| Sarah Rubenstein EVP AND CFO | Apr 15, 2026 | Returned to company | −6,483 | – | – | 46,462 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Apr 15, 2026 | Award | +4,635 | – | – | 88,362 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Apr 15, 2026 | Tax withholding | −62 | – | – | 83,727 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Apr 15, 2026 | Returned to company | −6,945 | – | – | 83,789 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Apr 15, 2026 | Option exercise | +7,086 | – | – | 90,734 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Apr 15, 2026 | Tax withholding | −1,103 | – | – | 83,648 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Apr 15, 2026 | Tax withholding | −1,309 | – | – | 84,751 |
| Kevin P. Malcarney EVP, GEN COUNSEL AND CORP SECR | Apr 15, 2026 | Tax withholding | −1,014 | – | – | 86,060 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian R. Ford Officer | Dec 11, 2024 | 2,000 | $53.87K | Dec 11, 2024 | Gifted |