BFG
WEC icon

Birch Financial Group’s WEC Energy WEC Stock Holding History

Birch 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 		$1.13M Buy
9,704
+83
+0.9% +$9.47K 0.58% 38
2026
Q1 		$1.11M Buy
9,621
+82
+0.9% +$9.21K 0.65% 33
2025
Q4 		$1.01M Buy
9,539
+73
+0.8% +$8.08K 0.57% 34
2025
Q3 		$1.08M Buy
9,466
+81
+0.9% +$8.78K 0.64% 33
2025
Q2 		$978K Buy
9,385
+68
+0.7% +$7.24K 0.78% 29
2025
Q1 		$1.02M Buy
9,317
+77
+0.8% +$7.86K 0.9% 22
2024
Q4 		$869K Buy
+9,240
New +$896K 0.98% 16

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Birch Financial Group increased its WEC Energy (WEC) stake by 0.86% in Q2 2026, buying an estimated $9.47K and bringing the position to 9,704 shares worth $1.13M. The position accounts for 0.58% of the portfolio, ranked #38.

Birch Financial Group first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Birch Financial Group held 9,704 shares of WEC Energy worth $1.13M as of Q2 2026.
  • Birch Financial Group bought 83 WEC Energy shares in Q2 2026, an estimated $9.47K.
  • WEC Energy made up 0.58% of Birch Financial Group's portfolio in Q2 2026, its #38 holding.
  • Birch Financial Group first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.