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Bingham Private Wealth’s WEC Energy WEC Stock Holding History

Bingham 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 		$386K Buy
3,308
+312
+10% +$35.6K 0.27% 105
2026
Q1 		$347K Buy
2,996
+27
+0.9% +$3.03K 0.28% 111
2025
Q4 		$313K Buy
+2,969
New +$329K 0.27% 108
2025
Q2 		$309K Sell
2,968
-53
-2% -$5.64K 0.29% 106
2025
Q1 		$329K Sell
3,021
-54
-2% -$5.51K 0.34% 96
2024
Q4 		$289K Buy
+3,075
New +$298K 0.31% 102

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

Bingham Private Wealth's WEC Position: Q2 2026 in Review

Bingham Private Wealth increased its WEC Energy (WEC) stake by 10% in Q2 2026, buying an estimated $35.6K and bringing the position to 3,308 shares worth $386K. The position accounts for 0.27% of the portfolio, ranked #105.

Bingham Private Wealth first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Bingham Private Wealth held 3,308 shares of WEC Energy worth $386K as of Q2 2026.
  • Bingham Private Wealth bought 312 WEC Energy shares in Q2 2026, an estimated $35.6K.
  • WEC Energy made up 0.27% of Bingham Private Wealth's portfolio in Q2 2026, its #105 holding.
  • Bingham Private Wealth first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.