Aegis Wealth Management (Maryland)’s WEC Energy WEC Stock Holding History

Aegis Wealth Management (Maryland)’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	$381K	Sell	3,262 -34	-1%	-$3.88K	0.18%	103
2026 Q1	$382K	Sell	3,296 -25	-0.8%	-$2.81K	0.22%	77
2025 Q4	$350K	Sell	3,321 -179	-5%	-$19.8K	0.2%	82
2025 Q3	$401K	Sell	3,500 -133	-4%	-$14.4K	0.21%	71
2025 Q2	$396K	Hold	3,633	–	–	0.24%	64
2025 Q1	$396K	Sell	3,633 -38	-1%	-$3.88K	0.23%	67
2024 Q4	$345K	Buy	+3,671	New	+$356K	0.23%	71

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

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

Aegis Wealth Management (Maryland)'s WEC Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its WEC Energy (WEC) stake by 1% in Q2 2026, selling an estimated $3.88K and leaving 3,262 shares worth $381K. The position accounts for 0.18% of the portfolio, ranked #103.

Aegis Wealth Management (Maryland) first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Aegis Wealth Management (Maryland) held 3,262 shares of WEC Energy worth $381K as of Q2 2026.
Aegis Wealth Management (Maryland) sold 34 WEC Energy shares in Q2 2026, an estimated $3.88K.
WEC Energy made up 0.18% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #103 holding.
Aegis Wealth Management (Maryland) first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s WEC Energy position peaked at $401K in Q3 2025.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.