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Burling Wealth Partners’s WEC Energy WEC Stock Holding History

Burling Wealth 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 		$801K Hold
6,859
– – 0.12% 108
2026
Q1 		$794K Sell
6,859
-1,203
-15% -$135K 0.13% 103
2025
Q4 		$850K Sell
8,062
-926
-10% -$103K 0.13% 104
2025
Q3 		$1.03M Sell
8,988
-2,824
-24% -$306K 0.17% 94
2025
Q2 		$1.23M Sell
11,812
-1,749
-13% -$186K 0.23% 86
2025
Q1 		$1.48M Sell
13,561
-3,295
-20% -$337K 0.31% 75
2024
Q4 		$1.59M Buy
+16,856
New +$1.63M 0.32% 75

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 $3.38T AUM 44.17% 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

Burling Wealth Partners's WEC Position: Q2 2026 in Review

Burling Wealth Partners held its WEC Energy (WEC) position steady in Q2 2026 at 6,859 shares worth $801K. The position accounts for 0.12% of the portfolio, ranked #108.

Burling Wealth Partners first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2024. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Burling Wealth Partners held 6,859 shares of WEC Energy worth $801K as of Q2 2026.
  • Burling Wealth Partners left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.12% of Burling Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Burling Wealth Partners first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's WEC Energy position peaked at $1.59M in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.