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Axxcess Wealth Management’s WEC Energy WEC Stock Holding History

Axxcess 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 		$1.25M Buy
10,703
+3,684
+52% +$420K 0.02% 478
2026
Q1 		$813K Buy
7,019
+2,339
+50% +$263K 0.03% 256
2025
Q4 		$494K Buy
4,680
+69
+1% +$7.64K 0.01% 703
2025
Q3 		$528K Buy
4,611
+1,845
+67% +$200K 0.01% 610
2025
Q2 		$288K Sell
2,766
-5,590
-67% -$595K 0.01% 724
2025
Q1 		$911K Buy
8,356
+2,121
+34% +$217K 0.02% 417
2024
Q4 		$586K Buy
6,235
+1,248
+25% +$121K 0.01% 508
2024
Q3 		$480K Buy
4,987
+2,259
+83% +$200K 0.01% 559
2024
Q2 		$214K Buy
2,728
+1
+0% +$81 0.01% 777
2024
Q1 		$224K Sell
2,727
-2,437
-47% -$196K 0.01% 775
2023
Q4 		$435K Buy
5,164
+2,162
+72% +$178K 0.01% 554
2023
Q3 		$242K Buy
+3,002
New +$261K 0.01% 665
2022
Q3 		– Sell
-2,306
Closed -$232K – 618
2022
Q2 		$232K Buy
+2,306
New +$234K 0.02% 461

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Axxcess Wealth Management's WEC Position: Q2 2026 in Review

Axxcess Wealth Management increased its WEC Energy (WEC) stake by 52% in Q2 2026, buying an estimated $420K and bringing the position to 10,703 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #478.

Axxcess Wealth Management first reported a position in WEC in Q2 2022 and has held it in 13 quarters since. 781 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Axxcess Wealth Management held 10,703 shares of WEC Energy worth $1.25M as of Q2 2026.
  • Axxcess Wealth Management bought 3,684 WEC Energy shares in Q2 2026, an estimated $420K.
  • WEC Energy made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Axxcess Wealth Management first reported a position in WEC Energy in Q2 2022 and has held it in 13 quarters since.
  • 781 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.