New England Research & Management, Inc. CWEN — Clearway Energy

Ownership history in New England Research & Management, Inc.  ·  4 quarters on record

AI Ownership Summary

New England Research & Management, Inc. reported Clearway Energy (CWEN) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.37% in 2026 Q1. The latest visible filing shows CWEN at 0.31% 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 Q2

CWEN was reported at 0.31% 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 Q2

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.

CWEN stock page New England Research & Management, Inc. fund profile New England Research & Management, Inc. full holdings
How New England Research & Management, Inc. 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 23,625 +1,325 +5.9% 0.31% $808K 2026-07-09 $33.37
2026 Q1 REDUCED — — — 22,300 -200 -0.9% 0.37% $876K 2026-05-07 $37.71
2025 Q4 REDUCED — — — 22,500 -500 -2.2% 0.33% $748K 2026-01-07 $31.22
2025 Q3 INITIATED — — — 23,000 — — 0.30% $650K 2025-10-06 $31.22

🏢 Other funds also holding CWEN

As of 2026 Q2 — sorted by position size

Foresight Group Ltd Liability Partnership 2.07% Gilman Hill Asset Management, LLC 3Y 7Y 1.29% TECTONIC ADVISORS LLC 3Y 0.83% Mercuria Capital Strategies, LLC 0.78% RWC Asset Management LLP 3Y 7Y 0.65% Castellan Group 3Y 0.5% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 0.5% Friedenthal Financial 3Y 7Y 0.45% Vectors Research Management, LLC 3Y 7Y 0.42% Northside Capital Management, LLC 3Y 7Y 0.32%

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 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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 Q2, when New England Research & Management, Inc. reported 23,625 shares, equal to 0.31% of portfolio, with an estimated market value of $808K.

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.

How well did New England Research & Management, Inc. time their CWEN position?

Based on 13F filing dates vs. subsequent CWEN price moves, New England Research & Management, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CWEN relative to SPY over the holding period was -6.9%.

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