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Cassaday & Co Wealth Management’s WEC Energy WEC Stock Holding History

Cassaday & Co 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 		$5.96K Sell
51
-13
-20% -$1.48K ﹤0.01% 933
2026
Q1 		$7.41K Buy
+64
New +$7.19K ﹤0.01% 920

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

Cassaday & Co Wealth Management's WEC Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its WEC Energy (WEC) stake by 20% in Q2 2026, selling an estimated $1.48K and leaving 51 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Cassaday & Co Wealth Management first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.41K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cassaday & Co Wealth Management held 51 shares of WEC Energy worth $5.96K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 13 WEC Energy shares in Q2 2026, an estimated $1.48K.
  • WEC Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #933 holding.
  • Cassaday & Co Wealth Management first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's WEC Energy position peaked at $7.41K in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.