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Buska Wealth Management’s WEC Energy WEC Stock Holding History

Buska 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 		$432K Hold
3,700
– – 0.16% 47
2026
Q1 		$428K Buy
3,700
+832
+29% +$93.5K 0.17% 46
2025
Q4 		$302K Hold
2,868
– – 0.11% 54
2025
Q3 		$329K Hold
2,868
– – 0.1% 51
2025
Q2 		$299K Hold
2,868
– – 0.08% 56
2025
Q1 		$313K Hold
2,868
– – 0.1% 53
2024
Q4 		$270K Sell
2,868
-709
-20% -$68.7K 0.09% 53
2024
Q3 		$344K Buy
3,577
+820
+30% +$72.7K 0.12% 45
2024
Q2 		$216K Hold
2,757
– – 0.09% 52
2024
Q1 		$226K Buy
+2,757
New +$222K 0.1% 47

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

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

Buska Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 3,700 shares worth $432K. The position accounts for 0.16% of the portfolio, ranked #47.

Buska Wealth Management first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Buska Wealth Management held 3,700 shares of WEC Energy worth $432K as of Q2 2026.
  • Buska Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.16% of Buska Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Buska Wealth Management first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.