CWP
WEC icon

CFM Wealth Partners’s WEC Energy WEC Stock Holding History

CFM 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 		$257K Hold
2,197
– – 0.03% 131
2026
Q1 		$254K Hold
2,197
– – 0.04% 133
2025
Q4 		$232K Hold
2,197
– – 0.03% 135
2025
Q3 		$252K Hold
2,197
– – 0.04% 132
2025
Q2 		$229K Sell
2,197
-48
-2% -$5.11K 0.04% 130
2025
Q1 		$245K Sell
2,245
-45
-2% -$4.6K 0.04% 126
2024
Q4 		$215K Sell
2,290
-36
-2% -$3.49K 0.04% 136
2024
Q3 		$224K Buy
+2,326
New +$206K 0.04% 135
2023
Q3 		– Sell
-2,290
Closed -$202K – 163
2023
Q2 		$202K Buy
2,290
+45
+2% +$4.16K 0.05% 162
2023
Q1 		$213K Hold
2,245
– – 0.06% 149
2022
Q4 		$210K Hold
2,245
– – 0.06% 152
2022
Q3 		$201K Hold
2,245
– – 0.06% 149
2022
Q2 		$226K Hold
2,245
– – 0.07% 152
2022
Q1 		$224K Hold
2,245
– – 0.05% 174
2021
Q4 		$216K Buy
+2,245
New +$205K 0.05% 174
2021
Q3 		– Sell
-2,245
Closed -$200K – 189
2021
Q2 		$200K Sell
2,245
-17
-0.8% -$1.6K 0.05% 173
2021
Q1 		$212K Hold
2,262
– – 0.06% 163
2020
Q4 		$208K Hold
2,262
– – 0.07% 153
2020
Q3 		$219K Hold
2,262
– – 0.08% 139
2020
Q2 		$198K Sell
2,262
-80
-3% -$7.22K 0.08% 148
2020
Q1 		$206K Buy
2,342
+1,045
+81% +$101K 0.1% 125
2019
Q4 		$125K Buy
+1,297
New +$118K 0.05% 185

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

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

CFM Wealth Partners held its WEC Energy (WEC) position steady in Q2 2026 at 2,197 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #131.

CFM Wealth Partners first reported a position in WEC in Q4 2019 and has held it in 22 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CFM Wealth Partners held 2,197 shares of WEC Energy worth $257K as of Q2 2026.
  • CFM Wealth Partners left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • CFM Wealth Partners first reported a position in WEC Energy in Q4 2019 and has held it in 22 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.