Douglas Lane & Associates, LLC CWEN CLEARWAY ENERGY INC CL C

Ownership history in Douglas Lane & Associates, LLC  ·  5 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported CLEARWAY ENERGY INC CL C (CWEN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows CWEN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CWEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in CLEARWAY ENERGY INC CL C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CWEN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Douglas Lane & Associates, LLC held CWEN — position size vs. price
% of Fund (quarterly)    CWEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,500 0% 0.01% $491K 2026-04-15 $40.27
2025 Q4 UNCHANGED 12,500 0% 0.01% $416K 2026-01-22 $35.77
2025 Q3 UNCHANGED 12,500 0% 0.00% $353K 2025-10-10 $30.40
2025 Q2 UNCHANGED 12,500 0% 0.01% $400K 2025-07-07 $31.29
2025 Q1 INITIATED 12,500 0.01% $378K 2025-04-09 $26.58

FAQ About Douglas Lane & Associates, LLC and CWEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning CWEN?

Douglas Lane & Associates, LLC reported CWEN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CWEN position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for CWEN was 0.01% in 2026 Q1.

What is the latest reported CWEN position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 12,500 shares, equal to 0.01% of portfolio, with an estimated market value of $491K.

What does the chart on this CWEN ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly CWEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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