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71 West Capital Partners’s WEC Energy WEC Stock Holding History

71 West Capital 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 		$475K Buy
4,066
+1,258
+45% +$144K 0.02% 233
2026
Q1 		$325K Sell
2,808
-35
-1% -$3.93K 0.01% 233
2025
Q4 		$300K Buy
+2,843
New +$315K 0.01% 200

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

71 West Capital Partners's WEC Position: Q2 2026 in Review

71 West Capital Partners increased its WEC Energy (WEC) stake by 45% in Q2 2026, buying an estimated $144K and bringing the position to 4,066 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #233.

71 West Capital Partners first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • 71 West Capital Partners held 4,066 shares of WEC Energy worth $475K as of Q2 2026.
  • 71 West Capital Partners bought 1,258 WEC Energy shares in Q2 2026, an estimated $144K.
  • WEC Energy made up 0.02% of 71 West Capital Partners's portfolio in Q2 2026, its #233 holding.
  • 71 West Capital Partners first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.