Cherry Tree Wealth Management’s WEC Energy WEC Stock Holding History

Cherry Tree 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	$60.8K	Hold	521	–	–	0.01%	266
2026 Q1	$60.3K	Hold	521	–	–	0.01%	249
2025 Q4	$54.9K	Hold	521	–	–	0.01%	259
2025 Q3	$59.7K	Hold	521	–	–	0.01%	246
2025 Q2	$54.3K	Sell	521 -27	-5%	-$2.87K	0.01%	253
2025 Q1	$59.7K	Hold	548	–	–	0.01%	247
2024 Q4	$51.5K	Hold	548	–	–	0.01%	248
2024 Q3	$52.7K	Hold	548	–	–	0.01%	253
2024 Q2	$43K	Buy	548 +27	+5%	+$2.19K	0.01%	259
2024 Q1	$42.8K	Hold	521	–	–	0.01%	259
2023 Q4	$43.9K	Sell	521 -57	-10%	-$4.69K	0.01%	246
2023 Q3	$46.6K	Hold	578	–	–	0.01%	234
2023 Q2	$51K	Buy	+578	New	+$53.4K	0.01%	228

Other funds holding WEC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cherry Tree Wealth Management's WEC Position: Q2 2026 in Review

Cherry Tree Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 521 shares worth $60.8K. The position accounts for 0.01% of the portfolio, ranked #266.

Cherry Tree Wealth Management first reported a position in WEC in Q2 2023 and has held it in 13 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Cherry Tree Wealth Management held 521 shares of WEC Energy worth $60.8K as of Q2 2026.
Cherry Tree Wealth Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #266 holding.
Cherry Tree Wealth Management first reported a position in WEC Energy in Q2 2023 and has held it in 13 quarters since.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.