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Cary Street Partners’s WEC Energy WEC Stock Holding History

Cary Street 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 		$353K Sell
3,023
-46
-1% -$5.25K 0.01% 759
2026
Q1 		$355K Buy
3,069
+127
+4% +$14.3K 0.01% 674
2025
Q4 		$310K Sell
2,942
-471
-14% -$52.1K 0.01% 718
2025
Q3 		$391K Buy
3,413
+591
+21% +$64.1K 0.01% 629
2025
Q2 		$294K Buy
2,822
+1,152
+69% +$123K 0.01% 668
2025
Q1 		$182K Sell
1,670
-138
-8% -$14.1K 0.01% 767
2024
Q4 		$170K Buy
+1,808
New +$175K 0.01% 750

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

Cary Street Partners's WEC Position: Q2 2026 in Review

Cary Street Partners reduced its WEC Energy (WEC) stake by 1.5% in Q2 2026, selling an estimated $5.25K and leaving 3,023 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #759.

Cary Street Partners first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $391K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cary Street Partners held 3,023 shares of WEC Energy worth $353K as of Q2 2026.
  • Cary Street Partners sold 46 WEC Energy shares in Q2 2026, an estimated $5.25K.
  • WEC Energy made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #759 holding.
  • Cary Street Partners first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's WEC Energy position peaked at $391K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.