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Bay Harbor Wealth Management’s WEC Energy WEC Stock Holding History

Bay Harbor 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 		$5.84K Buy
50
+10
+25% +$1.14K ﹤0.01% 389
2026
Q1 		$4.63K Buy
40
+14
+54% +$1.57K ﹤0.01% 364
2025
Q4 		$2.74K Buy
26
+10
+63% +$1.11K ﹤0.01% 411
2025
Q3 		$1.83K Buy
16
+1
+7% +$108 ﹤0.01% 380
2025
Q2 		$1.56K Buy
15
+7
+88% +$745 ﹤0.01% 360
2025
Q1 		$871 Buy
+8
New +$817 ﹤0.01% 318

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

Bay Harbor Wealth Management's WEC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its WEC Energy (WEC) stake by 25% in Q2 2026, buying an estimated $1.14K and bringing the position to 50 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Bay Harbor Wealth Management first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Bay Harbor Wealth Management held 50 shares of WEC Energy worth $5.84K as of Q2 2026.
  • Bay Harbor Wealth Management bought 10 WEC Energy shares in Q2 2026, an estimated $1.14K.
  • WEC Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Bay Harbor Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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