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ClariVest Asset Management’s WEC Energy WEC Stock Holding History

ClariVest Asset Management’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
2024
Q2 		– Sell
-5
Closed -$406 – 936
2024
Q1 		$406 Sell
5
-14
-74% -$1.13K ﹤0.01% 817
2023
Q4 		$1.6K Buy
19
+8
+73% +$659 ﹤0.01% 588
2023
Q3 		$1K Hold
11
– – ﹤0.01% 739
2023
Q2 		$1K Hold
11
– – ﹤0.01% 643
2023
Q1 		$1K Hold
11
– – ﹤0.01% 704
2022
Q4 		$1K Sell
11
-10
-48% -$924 ﹤0.01% 674
2022
Q3 		$1K Sell
21
-18
-46% -$1.84K ﹤0.01% 659
2022
Q2 		$4K Buy
+39
New +$3.95K ﹤0.01% 517

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClariVest Asset Management's WEC Position: Q2 2024 in Review

ClariVest Asset Management sold out of WEC Energy (WEC) in Q2 2024, closing a stake of 5 shares — an estimated $406 sold.

ClariVest Asset Management first reported a position in WEC in Q2 2022 and held it in 8 quarters. The position peaked at $4K in Q2 2022. 1,076 funds tracked by Wall St. Rank hold WEC as of Q2 2024.

  • ClariVest Asset Management reported no remaining WEC Energy position as of Q2 2024 after selling out during the quarter.
  • ClariVest Asset Management sold 5 WEC Energy shares in Q2 2024, an estimated $406.
  • ClariVest Asset Management first reported a position in WEC Energy in Q2 2022 and held it in 8 quarters.
  • ClariVest Asset Management's WEC Energy position peaked at $4K in Q2 2022.
  • 1,076 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.

Based on ClariVest Asset Management's 13F filing for Q2 2024, filed 7 Aug 2024.