Charles Schwab Trust’s WEC Energy WEC Stock Holding History

Charles Schwab Trust’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 Q1	–	Sell	-2,407	Closed	-$254K	–	186
2025 Q4	$254K	Buy	+2,407	New	+$267K	0.02%	161

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab Trust's WEC Position: Q1 2026 in Review

Charles Schwab Trust sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 2,407 shares — an estimated $254K sold.

Charles Schwab Trust first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $254K in Q4 2025. 1,379 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Charles Schwab Trust reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
Charles Schwab Trust sold 2,407 WEC Energy shares in Q1 2026, an estimated $254K.
Charles Schwab Trust first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
Charles Schwab Trust's WEC Energy position peaked at $254K in Q4 2025.
1,379 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Charles Schwab Trust's 13F filing for Q1 2026, filed 10 Apr 2026.