Clearway Energy, Inc.
In the published model solve dated 2026-Q2, anchored at $31.82, Clearway Energy, Inc. (CWEN) is priced for +16.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Clearway sells almost nothing into an open power market: renewables and storage account for roughly four fifths of revenue, and the majority of that output moves under long-dated contracts to a single utility buyer per project, which is why 1.49 billion dollars of revenue converts into roughly 880 million dollars of EBITDA. • The financing structure is the risk, with borrowings running about 42.5 times operating profit, operating profit covering interest only about 0.5 times, and a stated pol
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394 institutional managers reported holding CWEN in 13F filings for the quarter ended 2026-03-31. Together they hold about 38% of the company; the top 10 hold 24%. 55 opened new positions that quarter. Held by BlackRock, Vanguard Group, Morgan Stanley, among others. On the short side, 6.3M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has paid one every year in our records (13 and counting); the current rate is $0.30 a share annually. Cash returned over the past three years: $945.00M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CWEN over the trailing three years: 2023: 1 buy totaling $95k; 2024: 3 buys totaling $9.09M. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CWEN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +1.5% | -12.7% |
| 2023-11-03 | +3.4% | +17.4% |
| 2024-02-23 | -6.3% | +4.3% |
| 2024-05-10 | +8.7% | -3.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CWEN's latest 8-K filings: 2026-09-08 (items 5.02, 7.01, 9.01); 2026-08-06 (items 1.01, 8.01, 9.01); 2026-08-05 (items 2.02, 9.01); 2026-07-16 (items 2.02, 9.01); 2026-05-15 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.