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Clark Wealth Partners’s WEC Energy WEC Stock Holding History

Clark Wealth Partners’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
Q2 		$4.44K Hold
38
– – ﹤0.01% 324
2026
Q1 		$4.4K Buy
38
+17
+81% +$1.91K ﹤0.01% 355
2025
Q4 		$2.21K Hold
21
– – ﹤0.01% 422
2025
Q3 		$2.21K Buy
21
+4
+24% +$434 ﹤0.01% 422
2025
Q2 		$1.77K Hold
17
– – ﹤0.01% 392
2025
Q1 		$1.85K Hold
17
– – ﹤0.01% 383
2024
Q4 		$1.6K Buy
+17
New +$1.65K ﹤0.01% 394

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clark Wealth Partners's WEC Position: Q2 2026 in Review

Clark Wealth Partners held its WEC Energy (WEC) position steady in Q2 2026 at 38 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Clark Wealth Partners first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,340 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Clark Wealth Partners held 38 shares of WEC Energy worth $4.44K as of Q2 2026.
  • Clark Wealth Partners left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #324 holding.
  • Clark Wealth Partners first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,340 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.