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Chicago Partners Investment Group’s WEC Energy WEC Stock Holding History

Chicago Partners Investment Group’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 		$508K Buy
4,425
+877
+25% +$100K 0.01% 992
2026
Q1 		$402K Buy
3,548
+634
+22% +$71.2K 0.01% 998
2025
Q4 		$318K Buy
2,914
+845
+41% +$93.6K 0.01% 996
2025
Q3 		$238K Sell
2,069
-319
-13% -$34.6K 0.01% 1078
2025
Q2 		$260K Buy
2,388
+398
+20% +$42.3K 0.01% 916
2025
Q1 		$218K Sell
1,990
-1,457
-42% -$149K 0.01% 832
2024
Q4 		$327K Sell
3,447
-461
-12% -$44.7K 0.01% 629
2024
Q3 		$389K Buy
+3,908
New +$346K 0.01% 551
2018
Q4 		– Sell
-2,932
Closed -$205K – 920
2018
Q3 		$205K Buy
2,932
+1,466
+100% +$97.7K 0.03% 299
2018
Q2 		$95K Hold
1,466
– – 0.01% 395
2018
Q1 		$92K Hold
1,466
– – 0.02% 364
2017
Q4 		$97K Hold
1,466
– – 0.02% 361
2017
Q3 		$92K Sell
1,466
-1,466
-50% -$93.5K 0.02% 358
2017
Q2 		$176K Buy
+2,932
New +$181K 0.05% 218

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

Chicago Partners Investment Group's WEC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its WEC Energy (WEC) stake by 25% in Q2 2026, buying an estimated $100K and bringing the position to 4,425 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #992.

Chicago Partners Investment Group first reported a position in WEC in Q2 2017 and has held it in 14 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Chicago Partners Investment Group held 4,425 shares of WEC Energy worth $508K as of Q2 2026.
  • Chicago Partners Investment Group bought 877 WEC Energy shares in Q2 2026, an estimated $100K.
  • WEC Energy made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #992 holding.
  • Chicago Partners Investment Group first reported a position in WEC Energy in Q2 2017 and has held it in 14 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.