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Biltmore Family Office’s WEC Energy WEC Stock Holding History

Biltmore Family Office’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 		$200K Sell
1,716
-86
-5% -$9.81K 0.03% 256
2026
Q1 		$209K Buy
+1,802
New +$202K 0.03% 242

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

Biltmore Family Office's WEC Position: Q2 2026 in Review

Biltmore Family Office reduced its WEC Energy (WEC) stake by 4.8% in Q2 2026, selling an estimated $9.81K and leaving 1,716 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #256.

Biltmore Family Office first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $209K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Biltmore Family Office held 1,716 shares of WEC Energy worth $200K as of Q2 2026.
  • Biltmore Family Office sold 86 WEC Energy shares in Q2 2026, an estimated $9.81K.
  • WEC Energy made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #256 holding.
  • Biltmore Family Office first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • Biltmore Family Office's WEC Energy position peaked at $209K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.