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Blossom Wealth Management’s WEC Energy WEC Stock Holding History

Blossom Wealth Management’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 		$604K Sell
5,171
-235
-4% -$26.8K 0.85% 35
2026
Q1 		$626K Sell
5,406
-433
-7% -$48.6K 0.93% 33
2025
Q4 		$616K Sell
5,839
-600
-9% -$66.4K 1.02% 29
2025
Q3 		$738K Buy
6,439
+90
+1% +$9.76K 1.19% 23
2025
Q2 		$662K Sell
6,349
-200
-3% -$21.3K 1.17% 22
2025
Q1 		$714K Sell
6,549
-95
-1% -$9.7K 1.44% 20
2024
Q4 		$625K Buy
6,644
+181
+3% +$17.5K 1.2% 25
2024
Q3 		$622K Buy
6,463
+1,215
+23% +$108K 1.25% 23
2024
Q2 		$412K Buy
5,248
+203
+4% +$16.5K 0.9% 38
2024
Q1 		$414K Buy
5,045
+545
+12% +$43.8K 1% 35
2023
Q4 		$379K Buy
4,500
+703
+19% +$57.9K 1.02% 37
2023
Q3 		$306K Buy
3,797
+132
+4% +$11.5K 0.98% 41
2023
Q2 		$323K Buy
3,665
+1,324
+57% +$122K 1.18% 38
2023
Q1 		$222K Buy
+2,341
New +$217K 0.9% 48
2022
Q3 		– Sell
-2,041
Closed -$205K – 44
2022
Q2 		$205K Buy
2,041
+20
+1% +$2.03K 1.04% 41
2022
Q1 		$202K Buy
+2,021
New +$191K 0.91% 48

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

Blossom Wealth Management's WEC Position: Q2 2026 in Review

Blossom Wealth Management reduced its WEC Energy (WEC) stake by 4.3% in Q2 2026, selling an estimated $26.8K and leaving 5,171 shares worth $604K. The position accounts for 0.85% of the portfolio, ranked #35.

Blossom Wealth Management first reported a position in WEC in Q1 2022 and has held it in 16 quarters since. The position peaked at $738K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Blossom Wealth Management held 5,171 shares of WEC Energy worth $604K as of Q2 2026.
  • Blossom Wealth Management sold 235 WEC Energy shares in Q2 2026, an estimated $26.8K.
  • WEC Energy made up 0.85% of Blossom Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Blossom Wealth Management first reported a position in WEC Energy in Q1 2022 and has held it in 16 quarters since.
  • Blossom Wealth Management's WEC Energy position peaked at $738K in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.