Bennett Associates Wealth Management’s WEC Energy WEC Stock Holding History

Bennett Associates 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	$293K	Buy	+2,510	New	+$286K	0.18%	43

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bennett Associates Wealth Management's WEC Position: Q2 2026 in Review

Bennett Associates Wealth Management opened a new position in WEC Energy (WEC) in Q2 2026: 2,510 shares worth $293K. The stake represents 0.18% of the portfolio and ranks #43 among its holdings.

1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Bennett Associates Wealth Management held 2,510 shares of WEC Energy worth $293K as of Q2 2026.
WEC Energy was a new Bennett Associates Wealth Management position in Q2 2026.
WEC Energy made up 0.18% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #43 holding.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.