AG
WEC icon

Ascent Group’s WEC Energy WEC Stock Holding History

Ascent 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 		$2.86M Sell
24,497
-2,057
-8% -$235K 0.09% 207
2026
Q1 		$3.07M Sell
26,554
-2,219
-8% -$249K 0.11% 182
2025
Q4 		$3.03M Sell
28,773
-759
-3% -$84K 0.1% 192
2025
Q3 		$3.38M Buy
29,532
+10,532
+55% +$1.14M 0.12% 171
2025
Q2 		$1.98M Buy
19,000
+1,302
+7% +$139K 0.08% 220
2025
Q1 		$1.93M Buy
17,698
+1,885
+12% +$193K 0.08% 235
2024
Q4 		$1.49M Buy
15,813
+187
+1% +$18.1K 0.11% 219
2024
Q3 		$1.5M Sell
15,626
-1,652
-10% -$146K 0.11% 227
2024
Q2 		$1.36M Sell
17,278
-1,500
-8% -$122K 0.11% 234
2024
Q1 		$1.54M Buy
18,778
+794
+4% +$63.9K 0.14% 223
2023
Q4 		$1.41M Buy
+17,984
New +$1.48M 0.13% 209
2023
Q1 		– Sell
-4,589
Closed -$430K – 505
2022
Q4 		$430K Sell
4,589
-2,746
-37% -$254K 0.05% 319
2022
Q3 		$670K Buy
7,335
+2,491
+51% +$254K 0.08% 249
2022
Q2 		$503K Buy
4,844
+1,541
+47% +$156K 0.06% 294
2022
Q1 		$330K Buy
3,303
+66
+2% +$6.23K 0.04% 380
2021
Q4 		$314K Buy
+3,237
New +$296K 0.04% 371

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

Ascent Group's WEC Position: Q2 2026 in Review

Ascent Group reduced its WEC Energy (WEC) stake by 7.7% in Q2 2026, selling an estimated $235K and leaving 24,497 shares worth $2.86M. The position accounts for 0.09% of the portfolio, ranked #207.

Ascent Group first reported a position in WEC in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.38M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Ascent Group held 24,497 shares of WEC Energy worth $2.86M as of Q2 2026.
  • Ascent Group sold 2,057 WEC Energy shares in Q2 2026, an estimated $235K.
  • WEC Energy made up 0.09% of Ascent Group's portfolio in Q2 2026, its #207 holding.
  • Ascent Group first reported a position in WEC Energy in Q4 2021 and has held it in 16 quarters since.
  • Ascent Group's WEC Energy position peaked at $3.38M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.