Bogart Wealth LLC’s WEC Energy WEC Stock Holding History

Bogart Wealth LLC’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	$16.1K	Buy	138 +81	+142%	+$9.24K	﹤0.01%	856
2026 Q1	$6.6K	Sell	57 -6	-10%	-$674	﹤0.01%	993
2025 Q4	$6.64K	Buy	63 +19	+43%	+$2.1K	﹤0.01%	940
2025 Q3	$5.04K	Sell	44 -95	-68%	-$10.3K	﹤0.01%	978
2025 Q2	$14.5K	Buy	139 +105	+309%	+$11.2K	﹤0.01%	711
2025 Q1	$3.71K	Buy	34 +5	+17%	+$511	﹤0.01%	959
2024 Q4	$2.73K	Buy	+29	New	+$2.81K	﹤0.01%	1034
2023 Q1	–	Sell	-202	Closed	-$18.9K	–	1214
2022 Q4	$18.9K	Hold	202	–	–	﹤0.01%	444
2022 Q3	$18K	Sell	202 -14	-6%	-$1.43K	﹤0.01%	454
2022 Q2	$22K	Hold	216	–	–	﹤0.01%	406
2022 Q1	$22K	Hold	216	–	–	﹤0.01%	375
2021 Q4	$21K	Hold	216	–	–	﹤0.01%	370
2021 Q3	$19K	Hold	216	–	–	﹤0.01%	372
2021 Q2	$19K	Hold	216	–	–	﹤0.01%	355
2021 Q1	$20K	Buy	+216	New	+$18.8K	﹤0.01%	328

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bogart Wealth LLC's WEC Position: Q2 2026 in Review

Bogart Wealth LLC increased its WEC Energy (WEC) stake by 142% in Q2 2026, buying an estimated $9.24K and bringing the position to 138 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Bogart Wealth LLC first reported a position in WEC in Q1 2021 and has held it in 15 quarters since. The position peaked at $22K in Q2 2022. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Bogart Wealth LLC held 138 shares of WEC Energy worth $16.1K as of Q2 2026.
Bogart Wealth LLC bought 81 WEC Energy shares in Q2 2026, an estimated $9.24K.
WEC Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #856 holding.
Bogart Wealth LLC first reported a position in WEC Energy in Q1 2021 and has held it in 15 quarters since.
Bogart Wealth LLC's WEC Energy position peaked at $22K in Q2 2022.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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