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Beverly Hills Private Wealth’s WEC Energy WEC Stock Holding History

Beverly Hills Private Wealth’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 		$618K Sell
5,294
-9,560
-64% -$1.09M 0.12% 141
2026
Q1 		$1.72M Sell
14,854
-539
-4% -$60.6K 0.29% 98
2025
Q4 		$1.62M Sell
15,393
-1,753
-10% -$194K 0.28% 96
2025
Q3 		$1.96M Sell
17,146
-441
-3% -$47.8K 0.35% 81
2025
Q2 		$1.83M Buy
17,587
+544
+3% +$57.9K 0.34% 79
2025
Q1 		$1.86M Sell
17,043
-284
-2% -$29K 0.37% 78
2024
Q4 		$1.63M Sell
17,327
-813
-4% -$78.8K 0.33% 86
2024
Q3 		$1.74M Sell
18,140
-3,369
-16% -$299K 0.35% 81
2024
Q2 		$1.69M Sell
21,509
-748
-3% -$60.8K 0.37% 74
2024
Q1 		$1.83M Buy
22,257
+632
+3% +$50.8K 0.42% 65
2023
Q4 		$1.82M Sell
21,625
-2,915
-12% -$240K 0.48% 62
2023
Q3 		$1.98M Sell
24,540
-25,215
-51% -$2.19M 0.59% 47
2023
Q2 		$4.34M Buy
49,755
+25,234
+103% +$2.33M 0.71% 40
2023
Q1 		$2.32M Buy
24,521
+3,923
+19% +$363K 0.72% 40
2022
Q4 		$1.93M Buy
+20,598
New +$1.9M 0.84% 34

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

Beverly Hills Private Wealth's WEC Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its WEC Energy (WEC) stake by 64% in Q2 2026, selling an estimated $1.09M and leaving 5,294 shares worth $618K. The position accounts for 0.12% of the portfolio, ranked #141.

Beverly Hills Private Wealth first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.34M in Q2 2023. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Beverly Hills Private Wealth held 5,294 shares of WEC Energy worth $618K as of Q2 2026.
  • Beverly Hills Private Wealth sold 9,560 WEC Energy shares in Q2 2026, an estimated $1.09M.
  • WEC Energy made up 0.12% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #141 holding.
  • Beverly Hills Private Wealth first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's WEC Energy position peaked at $4.34M in Q2 2023.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.