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Atomi Financial Group’s WEC Energy WEC Stock Holding History

Atomi Financial 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 		$700K Buy
5,997
+310
+5% +$35.4K 0.02% 629
2026
Q1 		$658K Sell
5,687
-2,201
-28% -$247K 0.02% 603
2025
Q4 		$832K Buy
7,888
+2,091
+36% +$232K 0.02% 472
2025
Q3 		$664K Buy
5,797
+26
+0.5% +$2.82K 0.02% 529
2025
Q2 		$601K Buy
5,771
+490
+9% +$52.1K 0.02% 513
2025
Q1 		$575K Buy
5,281
+304
+6% +$31K 0.03% 475
2024
Q4 		$468K Buy
4,977
+2,013
+68% +$195K 0.02% 511
2024
Q3 		$285K Buy
+2,964
New +$263K 0.02% 690

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

Atomi Financial Group's WEC Position: Q2 2026 in Review

Atomi Financial Group increased its WEC Energy (WEC) stake by 5.5% in Q2 2026, buying an estimated $35.4K and bringing the position to 5,997 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #629.

Atomi Financial Group first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $832K in Q4 2025. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Atomi Financial Group held 5,997 shares of WEC Energy worth $700K as of Q2 2026.
  • Atomi Financial Group bought 310 WEC Energy shares in Q2 2026, an estimated $35.4K.
  • WEC Energy made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #629 holding.
  • Atomi Financial Group first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's WEC Energy position peaked at $832K in Q4 2025.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.