Charles Schwab’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $630M | Sell |
5,385,908
-55,674
| -1% | -$6.35M | 0.08% | 188 |
|
|
2026
Q1 | $630M | Buy |
5,441,582
+104,721
| +2% | +$11.8M | 0.1% | 171 |
|
|
2025
Q4 | $563M | Buy |
5,336,861
+52,467
| +1% | +$5.81M | 0.09% | 188 |
|
|
2025
Q3 | $605M | Buy |
5,284,394
+62,919
| +1% | +$6.82M | 0.1% | 180 |
|
|
2025
Q2 | $544M | Buy |
5,221,475
+8,171
| +0.2% | +$869K | 0.09% | 185 |
|
|
2025
Q1 | $568M | Buy |
5,213,304
+1,349,522
| +35% | +$138M | 0.11% | 169 |
|
|
2024
Q4 | $363M | Buy |
3,863,782
+87,711
| +2% | +$8.5M | 0.07% | 236 |
|
|
2024
Q3 | $363M | Buy |
3,776,071
+1,912,223
| +103% | +$169M | 0.07% | 233 |
|
|
2024
Q2 | $146M | Buy |
1,863,848
+45,852
| +3% | +$3.72M | 0.03% | 475 |
|
|
2024
Q1 | $149M | Buy |
1,817,996
+40,226
| +2% | +$3.23M | 0.03% | 445 |
|
|
2023
Q4 | $150M | Buy |
1,777,770
+51,540
| +3% | +$4.24M | 0.04% | 398 |
|
|
2023
Q3 | $139M | Buy |
1,726,230
+18,898
| +1% | +$1.64M | 0.04% | 386 |
|
|
2023
Q2 | $151M | Buy |
1,707,332
+7,270
| +0.4% | +$672K | 0.04% | 369 |
|
|
2023
Q1 | $161M | Buy |
1,700,062
+13,984
| +0.8% | +$1.29M | 0.05% | 342 |
|
|
2022
Q4 | $158M | Buy |
1,686,078
+36,909
| +2% | +$3.41M | 0.05% | 334 |
|
|
2022
Q3 | $147M | Buy |
1,649,169
+50,118
| +3% | +$5.12M | 0.05% | 331 |
|
|
2022
Q2 | $161M | Buy |
1,599,051
+7,397
| +0.5% | +$750K | 0.06% | 310 |
|
|
2022
Q1 | $159M | Buy |
1,591,654
+52,389
| +3% | +$4.95M | 0.05% | 352 |
|
|
2021
Q4 | $149M | Buy |
1,539,265
+54,091
| +4% | +$4.94M | 0.04% | 383 |
|
|
2021
Q3 | $131M | Buy |
1,485,174
+28,122
| +2% | +$2.64M | 0.04% | 392 |
|
|
2021
Q2 | $130M | Buy |
1,457,052
+42,779
| +3% | +$4.03M | 0.04% | 395 |
|
|
2021
Q1 | $132M | Buy |
1,414,273
+41,382
| +3% | +$3.61M | 0.05% | 355 |
|
|
2020
Q4 | $126M | Buy |
1,372,891
+13,477
| +1% | +$1.31M | 0.05% | 335 |
|
|
2020
Q3 | $132M | Sell |
1,359,414
-57,177
| -4% | -$5.33M | 0.06% | 288 |
|
|
2020
Q2 | $124M | Sell |
1,416,591
-2,396
| -0.2% | -$216K | 0.06% | 289 |
|
|
2020
Q1 | $125M | Buy |
1,418,987
+16,970
| +1% | +$1.63M | 0.07% | 248 |
|
|
2019
Q4 | $129M | Buy |
1,402,017
+26,004
| +2% | +$2.37M | 0.07% | 258 |
|
|
2019
Q3 | $131M | Buy |
1,376,013
+7,549
| +0.6% | +$680K | 0.08% | 247 |
|
|
2019
Q2 | $114M | Buy |
1,368,464
+28,665
| +2% | +$2.3M | 0.07% | 268 |
|
|
2019
Q1 | $106M | Sell |
1,339,799
-873,767
| -39% | -$64.8M | 0.07% | 270 |
|
|
2018
Q4 | $153M | Buy |
2,213,566
+130,074
| +6% | +$9.13M | 0.12% | 163 |
|
|
2018
Q3 | $139M | Buy |
2,083,492
+98,714
| +5% | +$6.58M | 0.09% | 197 |
|
|
2018
Q2 | $128M | Buy |
1,984,778
+64,256
| +3% | +$3.99M | 0.09% | 198 |
|
|
2018
Q1 | $120M | Buy |
1,920,522
+299,191
| +18% | +$18.6M | 0.09% | 204 |
|
|
2017
Q4 | $108M | Buy |
1,621,331
+96,466
| +6% | +$6.47M | 0.09% | 219 |
|
|
2017
Q3 | $95.7M | Buy |
1,524,865
+35,446
| +2% | +$2.26M | 0.08% | 227 |
|
|
2017
Q2 | $91.4M | Buy |
1,489,419
+43,841
| +3% | +$2.71M | 0.09% | 233 |
|
|
2017
Q1 | $87.6M | Buy |
1,445,578
+115,324
| +9% | +$6.8M | 0.09% | 222 |
|
|
2016
Q4 | $78M | Buy |
1,330,254
+26,091
| +2% | +$1.5M | 0.09% | 230 |
|
|
2016
Q3 | $78.1M | Buy |
1,304,163
+85,274
| +7% | +$5.32M | 0.09% | 221 |
|
|
2016
Q2 | $79.6M | Buy |
1,218,889
+51,274
| +4% | +$3.08M | 0.1% | 206 |
|
|
2016
Q1 | $70.1M | Buy |
1,167,615
+80,333
| +7% | +$4.5M | 0.09% | 213 |
|
|
2015
Q4 | $55.8M | Buy |
1,087,282
+46,370
| +4% | +$2.37M | 0.08% | 263 |
|
|
2015
Q3 | $54.4M | Buy |
1,040,912
+800,474
| +333% | +$38.9M | 0.08% | 247 |
|
|
2015
Q2 | $10.8M | Sell |
240,438
-490,618
| -67% | -$23.6M | 0.01% | 973 |
|
|
2015
Q1 | $36.2M | Buy |
731,056
+57,433
| +9% | +$3M | 0.05% | 355 |
|
|
2014
Q4 | $35.5M | Buy |
673,623
+21,949
| +3% | +$1.08M | 0.05% | 343 |
|
|
2014
Q3 | $28M | Buy |
651,674
+26,957
| +4% | +$1.2M | 0.05% | 387 |
|
|
2014
Q2 | $29.3M | Buy |
624,717
+59,880
| +11% | +$2.78M | 0.05% | 373 |
|
|
2014
Q1 | $26.3M | Buy |
564,837
+9,246
| +2% | +$398K | 0.05% | 380 |
|
|
2013
Q4 | $23M | Buy |
555,591
+25,522
| +5% | +$1.06M | 0.04% | 395 |
|
|
2013
Q3 | $21.5M | Buy |
530,069
+20,729
| +4% | +$863K | 0.04% | 387 |
|
|
2013
Q2 | $20.5M | Buy |
+509,340
| New | +$21.6M | 0.05% | 372 |
|
Other funds holding WEC
Charles Schwab's WEC Position: Q2 2026 in Review
Charles Schwab reduced its WEC Energy (WEC) stake by 1% in Q2 2026, selling an estimated $6.35M and leaving 5,385,908 shares worth $630M. The position accounts for 0.08% of the portfolio, ranked #188.
Charles Schwab first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $630M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Charles Schwab held 5,385,908 shares of WEC Energy worth $630M as of Q2 2026.
- Charles Schwab sold 55,674 WEC Energy shares in Q2 2026, an estimated $6.35M.
- WEC Energy made up 0.08% of Charles Schwab's portfolio in Q2 2026, its #188 holding.
- Charles Schwab first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's WEC Energy position peaked at $630M in Q1 2026.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.