Bullock Wealth Management’s WEC Energy WEC Stock Holding History

Bullock 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	$482K	Buy	4,146 +48	+1%	+$5.48K	0.21%	103
2026 Q1	$476K	Buy	4,098 +22	+0.5%	+$2.47K	0.24%	97
2025 Q4	$430K	Sell	4,076 -5	-0.1%	-$554	0.21%	98
2025 Q3	$461K	Sell	4,081 -26	-0.6%	-$2.82K	0.23%	99
2025 Q2	$430K	Sell	4,107 -506	-11%	-$53.8K	0.23%	99
2025 Q1	$502K	Buy	4,613 +15	+0.3%	+$1.53K	0.28%	83
2024 Q4	$432K	Sell	4,598 -2	-0%	-$194	0.25%	88
2024 Q3	$445K	Buy	4,600 +157	+4%	+$13.9K	0.27%	86
2024 Q2	$345K	Sell	4,443 -19	-0.4%	-$1.54K	0.23%	93
2024 Q1	$364K	Buy	+4,462	New	+$359K	0.24%	95

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management increased its WEC Energy (WEC) stake by 1.2% in Q2 2026, buying an estimated $5.48K and bringing the position to 4,146 shares worth $482K. The position accounts for 0.21% of the portfolio, ranked #103.

Bullock Wealth Management first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $502K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Bullock Wealth Management held 4,146 shares of WEC Energy worth $482K as of Q2 2026.
Bullock Wealth Management bought 48 WEC Energy shares in Q2 2026, an estimated $5.48K.
WEC Energy made up 0.21% of Bullock Wealth Management's portfolio in Q2 2026, its #103 holding.
Bullock Wealth Management first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's WEC Energy position peaked at $502K in Q1 2025.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.