New England Research & Management, Inc. CWEN β€” Clearway Energy

Ownership history in New England Research & Management, Inc.  Β·  3 quarters on record

AI Ownership Summary

New England Research & Management, Inc. reported Clearway Energy (CWEN) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.37% in 2026 Q1. The latest visible filing shows CWEN at 0.37% 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 New England Research & Management, Inc.'s position in Clearway Energy, 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 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% 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 Q3 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 New England Research & Management, Inc. held CWEN β€” position size vs. price
% of Fund (quarterly)    CWEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 22,300 -200 -0.9% 0.37% $876K 2026-05-07 $38.14
2025 Q4 REDUCED β€” β€” β€” 22,500 -500 -2.2% 0.33% $748K 2026-01-07 $31.58
2025 Q3 INITIATED β€” β€” β€” 23,000 β€” β€” 0.30% $650K 2025-10-06 $31.58

FAQ About New England Research & Management, Inc. and CWEN

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

How long has New England Research & Management, Inc. reported owning CWEN?

New England Research & Management, Inc. reported CWEN across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported CWEN position in New England Research & Management, Inc.'s portfolio?

The largest reported portfolio weight for CWEN was 0.37% in 2026 Q1.

What is the latest reported CWEN position on this page?

The most recent filing on this page is 2026 Q1, when New England Research & Management, Inc. reported 22,300 shares, equal to 0.37% of portfolio, with an estimated market value of $876K.

What does the chart on this CWEN ownership page compare?

The chart compares New England Research & Management, Inc.'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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