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Bare Financial Services’s WEC Energy WEC Stock Holding History

Bare Financial Services’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 		$9.22K Buy
79
+38
+93% +$4.34K ﹤0.01% 615
2026
Q1 		$4.75K Hold
41
– – ﹤0.01% 676
2025
Q4 		$4.32K Buy
41
+32
+356% +$3.54K ﹤0.01% 591
2025
Q3 		$1.03K Hold
9
– – ﹤0.01% 1013
2025
Q2 		$938 Buy
+9
New +$958 ﹤0.01% 938

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

Bare Financial Services's WEC Position: Q2 2026 in Review

Bare Financial Services increased its WEC Energy (WEC) stake by 93% in Q2 2026, buying an estimated $4.34K and bringing the position to 79 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Bare Financial Services first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Bare Financial Services held 79 shares of WEC Energy worth $9.22K as of Q2 2026.
  • Bare Financial Services bought 38 WEC Energy shares in Q2 2026, an estimated $4.34K.
  • WEC Energy made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #615 holding.
  • Bare Financial Services first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.