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Clear Investment Research’s WEC Energy WEC Stock Holding History

Clear Investment Research’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
Q1 		– Sell
-128
Closed -$10.8K – 270
2023
Q4 		$10.8K Buy
+128
New +$10.5K 0.02% 177
2019
Q4 		– Sell
-17
Closed -$2K – 393
2019
Q3 		$2K Hold
17
– – ﹤0.01% 129
2019
Q2 		$1K Hold
17
– – ﹤0.01% 213
2019
Q1 		$1K Hold
17
– – ﹤0.01% 208
2018
Q4 		$1K Hold
17
– – ﹤0.01% 198
2018
Q3 		$1K Buy
+17
New +$1.13K ﹤0.01% 210

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Investment Research's WEC Position: Q1 2024 in Review

Clear Investment Research sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 128 shares — an estimated $10.8K sold.

Clear Investment Research first reported a position in WEC in Q3 2018 and held it in 6 quarters. The position peaked at $10.8K in Q4 2023. 1,042 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Clear Investment Research reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 128 WEC Energy shares in Q1 2024, an estimated $10.8K.
  • Clear Investment Research first reported a position in WEC Energy in Q3 2018 and held it in 6 quarters.
  • Clear Investment Research's WEC Energy position peaked at $10.8K in Q4 2023.
  • 1,042 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.