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Clearview Wealth Advisors’s WEC Energy WEC Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-412
Closed -$36.3K – 642
2023
Q2 		$36.3K Buy
412
+3
+0.7% +$277 0.04% 214
2023
Q1 		$38.8K Buy
409
+2
+0.5% +$185 0.04% 212
2022
Q4 		$38.2K Buy
407
+2
+0.5% +$185 0.03% 182
2022
Q3 		$36K Buy
405
+1
+0.2% +$102 0.03% 195
2022
Q2 		$41K Sell
404
-88
-18% -$8.92K 0.03% 207
2022
Q1 		$49K Buy
492
+2
+0.4% +$189 0.03% 199
2021
Q4 		$48K Buy
490
+2
+0.4% +$183 0.03% 235
2021
Q3 		$43K Buy
488
+3
+0.6% +$281 0.03% 247
2021
Q2 		$43K Buy
485
+2
+0.4% +$188 0.03% 253
2021
Q1 		$45K Buy
483
+2
+0.4% +$174 0.03% 236
2020
Q4 		$44K Buy
+481
New +$46.8K 0.03% 209

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearview Wealth Advisors's WEC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of WEC Energy (WEC) in Q3 2023, closing a stake of 412 shares — an estimated $36.3K sold.

Clearview Wealth Advisors first reported a position in WEC in Q4 2020 and held it in 11 quarters. The position peaked at $49K in Q1 2022. 990 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining WEC Energy position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 412 WEC Energy shares in Q3 2023, an estimated $36.3K.
  • Clearview Wealth Advisors first reported a position in WEC Energy in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's WEC Energy position peaked at $49K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.