Institutional Holders (2026 Q1)
240 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CWEN/A. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Gilman Hill Asset Management, LLC | 1.83% | 309,079 | $12.1M |
| 2 | TECTONIC ADVISORS LLC | 1.03% | 496,997 | $19.5M |
| 3 | TRED AVON FAMILY WEALTH, LLC | 0.36% | 28,069 | $1.1M |
| 4 | Advisors Capital Management, LLC | 0.34% | 735,025 | $28.8M |
| 5 | ABC ARBITRAGE SA | 0.30% | 57,194 | $2.2M |
| 6 | Diversify Advisory Services, LLC | 0.20% | 34,601 | $1.3M |
| 7 | Creekside Partners | 0.16% | 10,000 | $392K |
| 8 | AlphaQuest LLC | 0.07% | 41,273 | $1.3M |
| 9 | CREDIT INDUSTRIEL ET COMMERCIAL | 0.07% | 23,175 | $908K |
| 10 | Optas, LLC | 0.07% | 11,692 | $458K |
| 11 | Brooklyn Investment Group | 0.06% | 48,914 | $1.9M |
| 12 | Essex Financial Services, Inc. | 0.06% | 25,792 | $1.0M |
| 13 | Summit Global Investments | 0.05% | 23,010 | — |
| 14 | TrueMark Investments, LLC | 0.04% | 5,276 | $207K |
| 15 | FourThought Financial Partners, LLC | 0.03% | 10,260 | $402K |
| 16 | Principle Wealth Partners LLC | 0.03% | 11,541 | $452K |
| 17 | DIVERSIFY WEALTH MANAGEMENT, LLC | 0.02% | 34,389 | $1.3M |
| 18 | Annis Gardner Whiting Capital Advisors, LLC | 0.02% | 3,639 | $143K |
| 19 | Dakota Wealth Management | 0.02% | 19,795 | $775K |
| 20 | World Investment Advisors | 0.02% | 25,092 | $983K |
| 21 | Ethic Inc. | 0.02% | 25,758 | $1.0M |
| 22 | GAMMA Investing LLC | 0.01% | 8,154 | $319K |
| 23 | INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 34,583 | $1.4M |
| 24 | Versant Capital Management, Inc | 0.01% | 2,914 | $114K |
| 25 | Louisiana State Employees Retirement System | 0.01% | 15,400 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|