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Birchwood Financial Partners’s WEC Energy WEC Stock Holding History

Birchwood Financial Partners’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 		$54.8K Buy
469
+4
+0.9% +$456 0.04% 160
2026
Q1 		$53.9K Hold
465
– – 0.05% 153
2025
Q4 		$49.1K Buy
+465
New +$51.5K 0.05% 170

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

Birchwood Financial Partners's WEC Position: Q2 2026 in Review

Birchwood Financial Partners increased its WEC Energy (WEC) stake by 0.86% in Q2 2026, buying an estimated $456 and bringing the position to 469 shares worth $54.8K. The position accounts for 0.04% of the portfolio, ranked #160.

Birchwood Financial Partners first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Birchwood Financial Partners held 469 shares of WEC Energy worth $54.8K as of Q2 2026.
  • Birchwood Financial Partners bought 4 WEC Energy shares in Q2 2026, an estimated $456.
  • WEC Energy made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #160 holding.
  • Birchwood Financial Partners first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.