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Asset One Wealth Management’s WEC Energy WEC Stock Holding History

Asset One Wealth Management’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 		$221K Sell
1,956
-120
-6% -$13.7K 0.02% 329
2026
Q1 		$236K Sell
2,076
-138
-6% -$15.5K 0.03% 310
2025
Q4 		$243K Buy
+2,214
New +$245K 0.03% 244

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

Asset One Wealth Management's WEC Position: Q2 2026 in Review

Asset One Wealth Management reduced its WEC Energy (WEC) stake by 5.8% in Q2 2026, selling an estimated $13.7K and leaving 1,956 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #329.

Asset One Wealth Management first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Asset One Wealth Management held 1,956 shares of WEC Energy worth $221K as of Q2 2026.
  • Asset One Wealth Management sold 120 WEC Energy shares in Q2 2026, an estimated $13.7K.
  • WEC Energy made up 0.02% of Asset One Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Asset One Wealth Management first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's WEC Energy position peaked at $243K in Q4 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.