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Atlantic Private Wealth’s WEC Energy WEC Stock Holding History

Atlantic Private Wealth’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 		$34.6K Buy
296
+2
+0.7% +$228 0.02% 143
2026
Q1 		$34K Buy
294
+3
+1% +$337 0.02% 148
2025
Q4 		$30.7K Buy
291
+2
+0.7% +$221 0.02% 144
2025
Q3 		$33.1K Buy
289
+2
+0.7% +$217 0.02% 124
2025
Q2 		$29.9K Buy
287
+3
+1% +$319 0.02% 130
2025
Q1 		$31K Buy
284
+2
+0.7% +$204 0.02% 135
2024
Q4 		$26.5K Buy
282
+3
+1% +$291 0.02% 127
2024
Q3 		$26.9K Buy
279
+2
+0.7% +$177 0.02% 118
2024
Q2 		$21.8K Buy
277
+3
+1% +$244 0.02% 75
2024
Q1 		$22.5K Sell
274
-643
-70% -$51.7K 0.02% 76
2023
Q4 		$77.2K Buy
917
+9
+1% +$741 0.07% 57
2023
Q3 		$73.2K Buy
908
+8
+0.9% +$695 0.07% 51
2023
Q2 		$79.4K Buy
900
+8
+0.9% +$739 0.08% 49
2023
Q1 		$84.5K Buy
+892
New +$82.6K 0.09% 39

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

Atlantic Private Wealth's WEC Position: Q2 2026 in Review

Atlantic Private Wealth increased its WEC Energy (WEC) stake by 0.68% in Q2 2026, buying an estimated $228 and bringing the position to 296 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #143.

Atlantic Private Wealth first reported a position in WEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $84.5K in Q1 2023. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Atlantic Private Wealth held 296 shares of WEC Energy worth $34.6K as of Q2 2026.
  • Atlantic Private Wealth bought 2 WEC Energy shares in Q2 2026, an estimated $228.
  • WEC Energy made up 0.02% of Atlantic Private Wealth's portfolio in Q2 2026, its #143 holding.
  • Atlantic Private Wealth first reported a position in WEC Energy in Q1 2023 and has held it in 14 quarters since.
  • Atlantic Private Wealth's WEC Energy position peaked at $84.5K in Q1 2023.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.