Clark Asset Management
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Clark Asset Management’s WEC Energy WEC Stock Holding History

Clark 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
2026
Q3 		– Sell
-1,870
Closed -$218K – 317
2026
Q2 		$218K Buy
1,870
+22
+1% +$2.51K 0.02% 278
2026
Q1 		$214K Buy
+1,848
New +$208K 0.02% 252
2025
Q4 		– Sell
-1,839
Closed -$211K – 249
2025
Q3 		$211K Buy
+1,839
New +$199K 0.02% 198
2025
Q2 		– Sell
-1,847
Closed -$201K – 208
2025
Q1 		$201K Buy
+1,847
New +$189K 0.03% 155

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Deutsche Bank
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Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Clark Asset Management's WEC Position: Q3 2026 in Review

Clark Asset Management sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1,870 shares — an estimated $218K sold.

Clark Asset Management first reported a position in WEC in Q1 2025 and held it in 4 quarters. The position peaked at $218K in Q2 2026. 787 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Clark Asset Management reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Clark Asset Management sold 1,870 WEC Energy shares in Q3 2026, an estimated $218K.
  • Clark Asset Management first reported a position in WEC Energy in Q1 2025 and held it in 4 quarters.
  • Clark Asset Management's WEC Energy position peaked at $218K in Q2 2026.
  • 787 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.