3 Factor Indexing’s WEC Energy WEC Stock Holding History

3 Factor Indexing’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	$117	Hold	1	–	–	﹤0.01%	373
2026 Q1	$116	Buy	+1	New	+$112	﹤0.01%	375

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

3 Factor Indexing's WEC Position: Q2 2026 in Review

3 Factor Indexing held its WEC Energy (WEC) position steady in Q2 2026 at 1 share worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #373.

3 Factor Indexing first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,340 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

3 Factor Indexing held 1 share of WEC Energy worth $117 as of Q2 2026.
3 Factor Indexing left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #373 holding.
3 Factor Indexing first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
1,340 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.