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Clarius Group LLC’s WEC Energy WEC Stock Holding History

Clarius Group LLC’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$312K Buy
2,961
+23
+0.8% +$2.55K 0.02% 281
2025
Q3 		$337K Sell
2,938
-998
-25% -$108K 0.02% 277
2025
Q2 		$410K Sell
3,936
-127
-3% -$13.5K 0.02% 289
2025
Q1 		$443K Buy
+4,063
New +$415K 0.03% 264
2024
Q1 		– Sell
-2,617
Closed -$220K – 500
2023
Q4 		$220K Sell
2,617
-291
-10% -$24K 0.02% 434
2023
Q3 		$234K Sell
2,908
-769
-21% -$66.8K 0.02% 397
2023
Q2 		$324K Buy
3,677
+2
+0.1% +$185 0.03% 364
2023
Q1 		$348K Buy
3,675
+137
+4% +$12.7K 0.03% 342
2022
Q4 		$332K Buy
3,538
+469
+15% +$43.3K 0.03% 354
2022
Q3 		$274K Buy
3,069
+225
+8% +$23K 0.03% 371
2022
Q2 		$286K Hold
2,844
– – 0.03% 351
2022
Q1 		$276K Hold
2,844
– – 0.02% 384
2021
Q4 		$276K Buy
2,844
+191
+7% +$17.5K 0.02% 384
2021
Q3 		$234K Sell
2,653
-94
-3% -$8.81K 0.02% 377
2021
Q2 		$244K Buy
2,747
+88
+3% +$8.29K 0.02% 357
2021
Q1 		$249K Sell
2,659
-317
-11% -$27.6K 0.02% 321
2020
Q4 		$274K Buy
2,976
+305
+11% +$29.7K 0.03% 277
2020
Q3 		$259K Buy
2,671
+229
+9% +$21.3K 0.03% 233
2020
Q2 		$214K Buy
2,442
+55
+2% +$4.96K 0.03% 262
2020
Q1 		$210K Buy
+2,387
New +$230K 0.04% 235

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarius Group LLC's WEC Position: Q4 2025 in Review

Clarius Group LLC increased its WEC Energy (WEC) stake by 0.78% in Q4 2025, buying an estimated $2.55K and bringing the position to 2,961 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #281.

Clarius Group LLC first reported a position in WEC in Q1 2020 and has held it in 20 quarters since. The position peaked at $443K in Q1 2025. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Clarius Group LLC held 2,961 shares of WEC Energy worth $312K as of Q4 2025.
  • Clarius Group LLC bought 23 WEC Energy shares in Q4 2025, an estimated $2.55K.
  • WEC Energy made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #281 holding.
  • Clarius Group LLC first reported a position in WEC Energy in Q1 2020 and has held it in 20 quarters since.
  • Clarius Group LLC's WEC Energy position peaked at $443K in Q1 2025.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.