Clearway Energy, Inc.

Clearway Energy, Inc. (CWEN) is currently classified as Electric Utilities within Electric Utilities (Utilities). Classification confidence: 0.98 (rule-based classification). Capital structure on the latest snapshot: total assets 16,931,000,000 USD, total equity 5,503,000,000, short-term debt 612,000,000, long-term debt 8,504,000,000. Net cash position is approximately -8,791,000,000 USD. Self-calculated market cap is 1,430,450,000 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 354,000,000, gross profit 0, operating income 20,000,000, net income -163,000,000. Return on equity ~3.1%. Return on assets ~1.0%. Operating-cash-flow to net-income ratio is 4.07. Risk profile from automated assessment: liquidity risk high, dilution risk medium. Flags: Current ratio is close to the minimum comfort range.; Net cash is negative after subtracting total debt.; Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] asset_event: asset_event fired on CWEN — detail={'after': {'name': 'Forward Windfarm - Foward (14 Turb)', 'status': 'Commissioned', 'country': 'Pennsylvania', 'asset_id': '64cd0f2d-7b2b-4f5c-9fcf-650afbfbd6a3', 'commodity': 'Power', 'asset_type': 'renewable', 'asset_subtype': 'Wind Farm', 'capacity_unit': 'MW', 'capacity_value': 29.39999961853}}; source=ref_watcher; severity=notable; entity_key=442112dd-9efe-4309-bfec-7bed0fd30b97; change_type=add; ref_event_id=35523; watcher_kind=asset_event; contributing_watchers=asset_event, asset_event, asset_event, asset_event, asset_event, asset_event (source=ref_watcher; url=9b353a28-228e-49f1-bbee-65570f28d505). Additional context: asset_event: detail={'after': {'name': 'Forward Windfarm - Foward (14 Turb)', 'status': 'Commissioned', 'country': 'Pennsylvania', 'asset_id': '64cd0f2d-7b2b-4f5c-9fcf-650afbfbd6a3', 'commodity': 'Power', 'asset_type': 'renewable', 'asset_subtype': 'Wind Farm', 'capacity_unit': 'MW', 'capacity_value': 29.39999961853}}; source=ref_watcher; severity=notable; entity_key=442112dd-9efe-4309-bfec-7bed0fd30b97; change_type=add; ref_event_id=35523; watcher_kind=asset_event; contributing_watchers=asset_event, asset_event, asset_event, asset_event, asset_event, asset_event. Comparable peers identified within the same class: Duke Energy, NextEra Energy, Southern Company, DUK.O, NEE.N.

Clearway Energy Inc. (CWEN) has expanded its operating utility-scale solar portfolio with the addition of two new assets in the United States. The company now lists Spring Street Solar 1 CSG, a 2.0 MW facility, and Steel Bridge Solar, a 2.3 MW facility, both of which are reported as operating. These additions contribute to the firm's broader power generation capacity, reinforcing its focus on renewable energy infrastructure. Simultaneously, significant shifts in institutional ownership were detected for the quarter ending March 31, 2026. One major investor, identified by ID 471, substantially increased its position, raising its share count from 679,487 to 1,583,471 shares, with the holding value rising from $26.6 million to $62.2 million. Conversely, another investor, ID 930, reduced its stake significantly, cutting shares from 207,512 to 72,947, decreasing the position's value from $8.2 million to $2.9 million. These ownership changes occurred within a shareholder base that includes 33 top holders, while the company maintains a lean executive structure with only one officer on record. The stock is followed by seven analysts, though it currently holds no index memberships. The divergence in investor activity suggests varying perspectives on the company's near-term prospects despite the steady expansion of its asset base. The material changes in the company's profile are further reflected in revised AI analysis narratives and key takeaways, which were updated with a similarity score of 0.768 against prior assessments. While the overall conclusion remains consistent with previous evaluations, the adjustment in key takeaways indicates a nuanced shift in the analytical perspective, likely incorporating the recent asset additions and ownership dynamics into the broader investment thesis.

Revenue $354.0M; Operating income $20.0M.

• ▍Revenue $354.0M
• ▍Operating income $20.0M
• ▍Net margin -46.0%

Revenue $1.12B; Operating income $197.0M.

• ▍Revenue $1.12B
• ▍Operating income $197.0M
• ▍Net margin 24.4%

Revenue $690.0M; Operating income $85.0M.

• ▍Revenue $690.0M
• ▍Operating income $85.0M
• ▍Net margin 5.4%

Revenue $1.43B; Operating income $160.0M.

• ▍Revenue $1.43B
• ▍Operating income $160.0M
• ▍Net margin 11.8%

Revenue $1.37B; Operating income $196.0M.

• ▍Revenue $1.37B
• ▍Operating income $196.0M
• ▍Net margin 6.4%