Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Clearway Energy Inc (CWEN)

470 + Investors. Track Smart Money conviction in CWEN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +67
Streak
3Q ▲
Buyers last Q
73%

Smart Money Signals — CWEN

Based on 475 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CWEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
475 hedge funds hold CWEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+101 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 73% buying

362 buying131 selling
Last quarter: 362 funds were net buyers (120 opened a brand new position + 242 added to an existing one). Only 131 were sellers (78 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+56 vs last Q)

new funds entering per quarter
Funds opening a new CWEN position: 43 → 71 → 64 → 120. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 20% medium ■ 28% new
248 out of 475 hedge funds have held CWEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +37%, value +18%

Value
+18%
Shares
+36%
Last quarter: funds added +37% more shares while total portfolio value only changed +18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

60 → 43 → 71 → 64 → 120 new funds/Q
New funds entering each quarter: 43 → 71 → 64 → 120. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 30% newcomers

■ 58% veterans ■ 12% 1-2yr ■ 30% new
Entry-cohort mix of 485 holders: 282 (58%) are 2+ year veterans, 57 entered 1–2 years ago, and 146 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
56 of 473 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in CWEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CWEN

In 2026 Q2, 362 hedge funds were net buyers of CWEN (120 opened a new position, 242 added to an existing one), while 131 reduced or exited (78 trimmed, 53 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 69% of total institutional value in CWEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +67 funds (more new holders than closures). Total institutional holders: 475.

Hedge Fund Ownership: CWEN

How many hedge funds hold CWEN — quarterly history vs. share price
Quarterly hedge fund ownership of CWEN vs. share price

Market Analysis: CWEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CWEN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Clearway Energy Inc (CWEN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CWEN has moved relative to its sector benchmark (XLU) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
CWEN
-9.8%
XLU
-9.4%

CWEN outperformed XLU by -0.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
CWEN
-8.4%
XLU
-7.2%

Since the filing became public, CWEN outperformed XLU by -1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: CWEN
470 + Investors

Track Smart Money conviction in CWEN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 470 408 15.2%
13F Shares 103M 79M 30.59%
Total Value $3.47B $3.06B 13.63%
New Positions 119 64 +55
Increased Positions 240 178 +62
Closed Positions 55 39 +16
Reduced Positions 72 102 -30
Total Calls 7 8 -12.5%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 0.71 0.75 Neutral

Statistics: CWEN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

470 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CWEN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CWEN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vennlight Capital Management, LP 2.91% 127,191 $4.3M
2 Foresight Group Ltd Liability Partnership 2.07% 330,485 $11.5M
3 Measured Risk Portfolios, Inc. 1.90% 62,599 $2.1M
4 Rock Point Advisors, LLC 1.48% 177,276 $6.1M
5 Gilman Hill Asset Management, LLC 1.29% 274,838 $9.4M
6 Calydon Capital 1.00% 198,995 $6.8M
7 Tectonic Advisors LLC 0.83% 502,698 $17.2M
8 Mercuria Capital Strategies, LLC 0.78% 37,130 $1.3M
9 RWC Asset Management LLP 0.65% 502,780 $17.2M
10 Castellan Group 0.50% 133,280 $4.6M
11 Ardsley Advisory Partners LP 0.50% 140,000 $4.8M
12 Edgemoor Investment Advisors, Inc. 0.49% 211,992 $7.2M
13 Friedenthal Financial 0.45% 28,812 $985K
14 Neo Ivy Capital Management 0.45% 56,741 $1.9M
15 Vectors Research Management, LLC 0.42% 47,280 $1.6M
16 Twinbeech Capital LP 0.38% 62,200 $2.1M
17 Northside Capital Management, LLC 0.32% 113,969 $3.9M
18 New England Research & Management, Inc. 0.31% 23,625 $808K
19 Oak Thistle LLC 0.30% 89,653 $3.1M
20 Waterloo Capital, L.P. 0.29% 151,034 $5.2M
21 Uniplan Investment Counsel, Inc. 0.28% 86,642 $3.0M
22 Advisors Capital Management, LLC 0.27% 751,998 $25.7M
23 Quad-Cities Investment Group, LLC 0.25% 20,497 $701K
24 Invested Advisors 0.25% 8,262 $282K
25 Tred Avon Family Wealth, LLC 0.25% 23,791 $813K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Clearway Energy Inc (CWEN)

What does the Smart Money Trend signal show for CWEN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CWEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CWEN?

More buyers than sellers — 73% buying: Last quarter: 362 funds were net buyers (120 opened a brand new position + 242 added to an existing one). Only 131 were sellers (78 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CWEN holders?

Elite ownership — 69% AUM from top-100 funds: 56 of 473 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in CWEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CWEN?

52% of holders stayed for 2+ years: 248 out of 475 hedge funds have held CWEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Clearway Energy Inc (CWEN) following the 2026 Q2 hedge fund 13F filings?

As of today, CWEN has moved -8.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -7.2% for the XLU sector ETF — an outperformance of -1.2%. Since the quarter end (June 30, 2026), CWEN has gained -9.8% vs -9.4% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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