Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CLEARWAY ENERGY INC (CWEN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — CWEN

Based on 358 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
358 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 — +11% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

201 buying162 selling
Last quarter: 201 funds bought or added vs 162 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new CWEN position: 57 → 57 → 40 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 21% medium 19% new
214 out of 358 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 +20% but shares only +2% — price-driven

Value
+20%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +2%. 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.
➡️

Steady discovery — ~69 new funds/quarter

45 → 57 → 57 → 40 → 69 new funds/Q
New funds entering each quarter: 57 → 57 → 40 → 69. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 14% 1-2yr 22% new
Of 362 current holders: 229 (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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
40 of 358 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

57 top-rated funds 0 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: CWEN
2026 Q1 Stats Unlock in 22 days 362 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 362 347 4.32%
13F Shares 77M 75M 1.94%
Total Value $2.55B $2.13B 19.96%
New Positions 69 40 +29
Increased Positions 139 134 +5
Closed Positions 53 50 +3
Reduced Positions 117 130 -13
Total Calls 4 4 -
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: CWEN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

362 + investors

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

Top 25 institutional holders of CWEN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RWC Asset Management LLP 0.78% 478,956 $18.8M
2 Castellan Group 0.77% 142,230 $5.6M
3 Northside Capital Management, LLC 0.41% 117,884 $4.6M
4 Quad-Cities Investment Group, LLC 0.32% 20,438 $803K
5 Oak Thistle LLC 0.26% 69,364 $2.7M
6 Abundance Wealth Counselors 0.23% 40,007 $1.6M
7 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.19% 24,076 $946K
8 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.16% 6,355 $250K
9 ELCO Management Co., LLC 0.16% 8,575 $337K
10 Hilton Head Capital Partners, LLC 0.13% 5,960 $234K
11 COURIER CAPITAL LLC 0.07% 33,006 $1.3M
12 PFG Investments, LLC 0.07% 36,658 $1.4M
13 Raiffeisen Bank International AG 0.06% 100,000 $3.9M
14 Optas, LLC 0.04% 7,385 $290K
15 Gilman Hill Asset Management, LLC 0.04% 6,210 $244K
16 Mirador Capital Partners LP 0.04% 6,338 $249K
17 JAMES INVESTMENT RESEARCH, INC. 0.04% 7,966 $313K
18 Simmons Bank 0.03% 12,500 $491K
19 Louisiana State Employees Retirement System 0.03% 37,600 $1K
20 Aaron Wealth Advisors LLC 0.02% 10,217 $401K
21 FULTON BANK, N.A. 0.02% 14,363 $564K
22 State of Alaska, Department of Revenue 0.02% 46,071 $2K
23 EXCHANGE TRADED CONCEPTS, LLC 0.02% 59,954 $2.4M
24 Founders Capital Management 0.01% 700 $28K
25 Community Financial Services Group, LLC 0.01% 1,500 $60K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 55% buying: Last quarter: 201 funds bought or added vs 162 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CWEN holders?

Elite ownership — 45% AUM from top-100 funds: 40 of 358 holders are among the 100 largest funds by AUM, controlling 45% 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?

60% of holders stayed for 2+ years: 214 out of 358 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.

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.