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Ausdal Financial Partners’s WEC Energy WEC Stock Holding History

Ausdal Financial Partners’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 		$204K Sell
1,749
-313
-15% -$35.7K 0.01% 987
2026
Q1 		$239K Sell
2,062
-621
-23% -$69.8K 0.01% 869
2025
Q4 		$283K Sell
2,683
-64
-2% -$7.09K 0.01% 755
2025
Q3 		$315K Buy
+2,747
New +$298K 0.02% 713
2020
Q1 		– Sell
-2,190
Closed -$216K – 350
2019
Q4 		$216K Buy
+2,190
New +$200K 0.06% 291
2018
Q4 		– Sell
-4,553
Closed -$304K – 404
2018
Q3 		$304K Buy
4,553
+16
+0.4% +$1.07K 0.09% 276
2018
Q2 		$293K Buy
4,537
+521
+13% +$32.4K 0.09% 283
2018
Q1 		$252K Buy
4,016
+445
+12% +$27.6K 0.09% 286
2017
Q4 		$237K Buy
3,571
+14
+0.4% +$939 0.08% 300
2017
Q3 		$223K Buy
+3,557
New +$227K 0.09% 293
2016
Q1 		– Sell
-2,302
Closed -$118K – 1022
2015
Q4 		$118K Buy
+2,302
New +$117K 0.06% 277

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

Ausdal Financial Partners's WEC Position: Q2 2026 in Review

Ausdal Financial Partners reduced its WEC Energy (WEC) stake by 15% in Q2 2026, selling an estimated $35.7K and leaving 1,749 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #987.

Ausdal Financial Partners first reported a position in WEC in Q4 2015 and has held it in 11 quarters since. The position peaked at $315K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Ausdal Financial Partners held 1,749 shares of WEC Energy worth $204K as of Q2 2026.
  • Ausdal Financial Partners sold 313 WEC Energy shares in Q2 2026, an estimated $35.7K.
  • WEC Energy made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #987 holding.
  • Ausdal Financial Partners first reported a position in WEC Energy in Q4 2015 and has held it in 11 quarters since.
  • Ausdal Financial Partners's WEC Energy position peaked at $315K in Q3 2025.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.