Edgemoor Investment Advisors, Inc. CWEN/A CLEARWAY ENERGY INC

Ownership history in Edgemoor Investment Advisors, Inc.  ·  20 quarters on record

AI Ownership Summary

Edgemoor Investment Advisors, Inc. reported CLEARWAY ENERGY INC (CWEN/A) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.66% in 2026 Q1. The latest visible filing shows CWEN/A at 0.66% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWEN/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Edgemoor Investment Advisors, Inc.'s position in CLEARWAY ENERGY INC, 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/A was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% 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
2024 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 Edgemoor Investment Advisors, Inc. held CWEN/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 215,549 +2,368 +1.1% 0.66% $8.4M 2026-05-13 $39.53
2025 Q4 ADDED 213,181 +405 +0.2% 0.52% $6.7M 2026-02-10 $36.11
2025 Q3 ADDED 212,776 +4,419 +2.1% 0.44% $5.7M 2025-11-06 $31.97
2025 Q2 REDUCED 208,357 -420 -0.2% 0.54% $6.3M 2025-08-11 $26.37
2025 Q1 REDUCED 208,777 -576 -0.3% 0.55% $5.9M 2025-05-05 $25.39
2024 Q4 REDUCED 209,353 -2,497 -1.2% 0.45% $5.1M 2025-02-10 $22.95
2024 Q3 ADDED 211,850 +5,556 +2.7% 0.52% $6.0M 2024-11-12 $22.84
2024 Q2 REDUCED 206,294 -958 -0.5% 0.43% $4.7M 2024-08-07 $23.74
2024 Q1 ADDED 207,252 +10,694 +5.4% 0.42% $4.5M 2024-05-09 $21.67
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Edgemoor Investment Advisors, Inc. and CWEN/A

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

How long has Edgemoor Investment Advisors, Inc. reported owning CWEN/A?

Edgemoor Investment Advisors, Inc. reported CWEN/A across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CWEN/A position in Edgemoor Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for CWEN/A was 0.66% in 2026 Q1.

What is the latest reported CWEN/A position on this page?

The most recent filing on this page is 2026 Q1, when Edgemoor Investment Advisors, Inc. reported 215,549 shares, equal to 0.66% of portfolio, with an estimated market value of $8.4M.

What does the chart on this CWEN/A ownership page compare?

The chart compares Edgemoor Investment Advisors, Inc.'s quarterly CWEN/A 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.

How well did Edgemoor Investment Advisors, Inc. time their CWEN/A position?

Based on 13F filing dates vs. subsequent CWEN/A price moves, Edgemoor Investment Advisors, Inc. correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on CWEN/A relative to SPY over the holding period was -0.3%.

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