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Berger Financial Group’s WEC Energy WEC Stock Holding History

Berger Financial Group’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 		$406K Buy
+3,479
New +$397K 0.02% 323

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

Berger Financial Group's WEC Position: Q2 2026 in Review

Berger Financial Group opened a new position in WEC Energy (WEC) in Q2 2026: 3,479 shares worth $406K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings.

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

  • Berger Financial Group held 3,479 shares of WEC Energy worth $406K as of Q2 2026.
  • WEC Energy was a new Berger Financial Group position in Q2 2026.
  • WEC Energy made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #323 holding.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.