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AmeriFlex Group’s WEC Energy WEC Stock Holding History

AmeriFlex Group’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 		$2.8K Buy
24
+3
+14% +$342 ﹤0.01% 1189
2026
Q1 		$2.43K Sell
21
-55
-72% -$6.18K ﹤0.01% 935
2025
Q4 		$8.02K Sell
76
-234
-75% -$25.9K ﹤0.01% 754
2025
Q3 		$35.5K Sell
310
-631
-67% -$68.4K 0.01% 525
2025
Q2 		$97.3K Buy
941
+38
+4% +$4.04K 0.05% 259
2025
Q1 		$98.4K Buy
903
+61
+7% +$6.23K 0.04% 341
2024
Q4 		$83.5K Buy
+842
New +$81.6K 0.04% 337

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

AmeriFlex Group's WEC Position: Q2 2026 in Review

AmeriFlex Group increased its WEC Energy (WEC) stake by 14% in Q2 2026, buying an estimated $342 and bringing the position to 24 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

AmeriFlex Group first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.4K in Q1 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • AmeriFlex Group held 24 shares of WEC Energy worth $2.8K as of Q2 2026.
  • AmeriFlex Group bought 3 WEC Energy shares in Q2 2026, an estimated $342.
  • WEC Energy made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1189 holding.
  • AmeriFlex Group first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's WEC Energy position peaked at $98.4K in Q1 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.