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Clayton Financial Group’s WEC Energy WEC Stock Holding History

Clayton Financial Group’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 		– Sell
-17
Closed -$1.97K – 567
2026
Q1 		$1.97K Hold
17
– – ﹤0.01% 467
2025
Q4 		$1.79K Buy
+17
New +$1.88K ﹤0.01% 476
2025
Q1 		– Sell
-2,616
Closed -$246K – 128
2024
Q4 		$246K Buy
2,616
+175
+7% +$17K 0.09% 101
2024
Q3 		$235K Buy
+2,441
New +$216K 0.09% 109

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Clayton Financial Group's WEC Position: Q2 2026 in Review

Clayton Financial Group sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 17 shares — an estimated $1.97K sold.

Clayton Financial Group first reported a position in WEC in Q3 2024 and held it in 4 quarters. The position peaked at $246K in Q4 2024. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Clayton Financial Group reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 17 WEC Energy shares in Q2 2026, an estimated $1.97K.
  • Clayton Financial Group first reported a position in WEC Energy in Q3 2024 and held it in 4 quarters.
  • Clayton Financial Group's WEC Energy position peaked at $246K in Q4 2024.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.