Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Clearway Energy Inc (CWEN)

403 + 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
↑ +23
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — CWEN

Based on 405 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
405 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

241 buying142 selling
Last quarter: 241 funds were net buyers (63 opened a brand new position + 178 added to an existing one). Only 142 were sellers (102 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 58 → 43 → 71 → 63. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
233 out of 405 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.
💰

Value +18% but shares only +1% — price-driven

Value
+18%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

62 → 58 → 43 → 71 → 63 new funds/Q
New funds entering each quarter: 58 → 43 → 71 → 63. A growing number of institutions are discovering CWEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 12% 1-2yr ■ 25% new
Of 417 current holders: 261 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
52 of 405 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1, 241 hedge funds were net buyers of CWEN (63 opened a new position, 178 added to an existing one), while 142 reduced or exited (102 trimmed, 40 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in CWEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 405.

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 Q1 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 March 31, 2026 · 78d ago
CWEN
-5.6%
XLU
-3.4%

CWEN outperformed XLU by -2.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CWEN
+2.0%
XLU
+89.2%

Since the filing became public, CWEN outperformed XLU by -87.2% .

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.

31 top-rated funds 1 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: CWEN
403 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 403 382 5.5%
13F Shares 78M 77M 1.18%
Total Value $3.03B $2.56B 18.35%
New Positions 62 71 -9
Increased Positions 175 139 +36
Closed Positions 41 54 -13
Reduced Positions 102 118 -16
Total Calls 8 4 100.0%
Total Puts 6 2 200.0%
PUT/CALL Ratio 0.75 0.5 Neutral

Statistics: CWEN

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

403 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Measured Risk Portfolios, Inc. 2.85% 66,204 $2.6M
2 Foresight Group Ltd Liability Partnership 1.98% 285,575 $11.2M
3 Calydon Capital 1.29% 200,835 $7.9M
4 Tortoise Capital Advisors, L.L.C. 1.06% 2,582,138 $101.5M
5 RWC Asset Management LLP 0.78% 478,956 $18.8M
6 Castellan Group 0.77% 142,230 $5.6M
7 Ardsley Advisory Partners LP 0.70% 140,000 $5.5M
8 Vectors Research Management, LLC 0.54% 47,033 $1.8M
9 Boxwood Ventures, Inc. 0.48% 11,560 $454K
10 Neo Ivy Capital Management 0.44% 42,028 $1.7M
11 Informed Momentum Co LLC 0.41% 89,997 $3.5M
12 Northside Capital Management, LLC 0.41% 117,884 $4.6M
13 Synergy Asset Management, LLC 0.37% 89,641 $3.5M
14 New England Research & Management, Inc. 0.37% 22,300 $876K
15 Uniplan Investment Counsel, Inc. 0.35% 87,866 $3.5M
16 Invested Advisors 0.34% 8,508 $334K
17 Quad-Cities Investment Group, LLC 0.32% 20,438 $803K
18 Truvestments Capital LLC 0.30% 42,316 $1.7M
19 Aventail Capital Group, LP 0.27% 143,844 $5.7M
20 Oak Thistle LLC 0.26% 69,364 $2.7M
21 Hilton Capital Management, LLC 0.26% 88,053 $3.5M
22 Farringdon Capital, Ltd. 0.23% 26,682 $1.0M
23 Nebula Research & Development LLC 0.23% 82,975 $2.7M
24 Abundance Wealth Counselors 0.23% 40,007 $1.6M
25 Hancock Whitney Corp 0.22% 319,527 $12.9M
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 — 2 quarters in a row: For 2 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 — 63% buying: Last quarter: 241 funds were net buyers (63 opened a brand new position + 178 added to an existing one). Only 142 were sellers (102 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CWEN holders?

Elite ownership — 48% AUM from top-100 funds: 52 of 405 holders are among the 100 largest funds by AUM, controlling 48% 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?

58% of holders stayed for 2+ years: 233 out of 405 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 Q1 hedge fund 13F filings?

As of today, CWEN has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +89.2% for the XLU sector ETF — an outperformance of -87.2%. Since the quarter end (March 31, 2026), CWEN has gained -5.6% vs -3.4% 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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