CWEN close: $24.0 on 2023-08-21 to $32.6 on 2026-08-21.
Split-adj closes · 240 of 3,292 · price returnⓘ
At a glance
Short interest21.2% of sh out
Days to cover6.5d
13F net flow (QoQ)+8.09%
Top-10 13F concentration53.8%
Next report (est.)2026-11-03
SI 2026-07-31 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
Sales (TTM)$1.57B
Earnings (TTM)$101.0M
Net margin11.8%
ROIC1.0%
Total debt / EBITDA9.89×
Sales growth 3Y6.3%
FY ratios · TTM sales/earnings (USD)ⓘ
Trailing returns
YTD+0.2%
1Y+15.3%
3Y+62.0%
5Y+35.7%
10Y+228.2%
Since incept. (ann.)+6.5%
Total return · from 2013-07-17ⓘ
Risk
Ann. volatility (1Y)30.8%
Ann. volatility (3Y)32.1%
Sharpe (1Y)0.56
Sharpe (3Y)0.66
Max drawdown (1Y)−25.4%
Max drawdown (3Y)−26.0%
Beta (3Y vs SPY)0.64
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
BlackRock, Inc.
18.1M
$711M
—
+7.1%
VANGUARD PORTFOLIO MANAGEMENT LLC
7.2M
$284M
—
new
VANGUARD CAPITAL MANAGEMENT LLC
5.4M
$211M
—
new
Clearbridge Investments, LLC
5.2M
$204M
—
+11.7%
NEUBERGER BERMAN GROUP LLC
4.5M
$176M
—
+26.7%
STATE STREET CORP
3.9M
$153M
—
+2.6%
MORGAN STANLEY
3.6M
$143M
—
+5.5%
Bank of New York Mellon Corp
2.8M
$111M
—
+0.6%
Δ vs 2025-Q4 · % of shares outstanding suppressed: the summed institutional 13F holdings (105,270,380) exceed the cover-page shares-outstanding count for this quarter (35,000,000, as of 2025-12-31) by more than securities-lending double counting can explain (FINRA short interest 6,261,095 shares at 2026-05-15), so the share count is stale or wrong (common for annual 20-F foreign private issuers after a share issuance) and a percentage would be fabricated. Holder share counts are shown as filed.ⓘ
Latest reported quarterslast report 2026-08-05
Period end
Reported
EPS
EPS YoY
Revenue
Rev YoY
2026-06-30
2026-08-05
—
—
$481.0M
+22.7%
2026-03-31
2026-05-07
—
—
$354.0M
+18.8%
2025-12-31
2026-02-23
—
—
$310.0M
+21.1%
2025-09-30
2025-11-04
—
—
$429.0M
−11.7%
As-reported XBRL · next 2026-11-03 est.ⓘ
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
