Clark Asset Management’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Other funds holding WEC

Clark Asset Management's WEC Position: Q2 2026 in Review

Clark Asset Management increased its WEC Energy (WEC) stake by 1.2% in Q2 2026, buying an estimated $2.51K and bringing the position to 1,870 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #278.

Clark Asset Management first reported a position in WEC in Q1 2025 and has held it in 4 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Clark Asset Management held 1,870 shares of WEC Energy worth $218K as of Q2 2026.
  • Clark Asset Management bought 22 WEC Energy shares in Q2 2026, an estimated $2.51K.
  • WEC Energy made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #278 holding.
  • Clark Asset Management first reported a position in WEC Energy in Q1 2025 and has held it in 4 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.