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Barnes Dennig Private Wealth Management’s WEC Energy WEC Stock Holding History

Barnes Dennig Private 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 		– Sell
-184
Closed -$21.3K – 397
2026
Q1 		$21.3K Buy
+184
New +$20.7K 0.02% 201
2025
Q4 		– Sell
-53
Closed -$6.07K – 343
2025
Q3 		$6.07K Hold
53
– – 0.01% 248
2025
Q2 		$5.52K Hold
53
– – 0.01% 240
2025
Q1 		$5.78K Buy
+53
New +$5.41K 0.01% 161

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 $3.38T AUM 44.17% 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

Barnes Dennig Private Wealth Management's WEC Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 184 shares — an estimated $21.3K sold.

Barnes Dennig Private Wealth Management first reported a position in WEC in Q1 2025 and held it in 4 quarters. The position peaked at $21.3K in Q1 2026. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Barnes Dennig Private Wealth Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 184 WEC Energy shares in Q2 2026, an estimated $21.3K.
  • Barnes Dennig Private Wealth Management first reported a position in WEC Energy in Q1 2025 and held it in 4 quarters.
  • Barnes Dennig Private Wealth Management's WEC Energy position peaked at $21.3K in Q1 2026.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.