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Choreo LLC’s WEC Energy WEC Stock Holding History

Choreo LLC’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 		$956K Sell
8,184
-1,058
-11% -$121K 0.01% 666
2026
Q1 		$1.07M Sell
9,242
-662
-7% -$74.4K 0.01% 593
2025
Q4 		$1.05M Sell
9,904
-147
-1% -$16.3K 0.01% 579
2025
Q3 		$1.15M Buy
10,051
+136
+1% +$14.7K 0.02% 549
2025
Q2 		$1.03M Buy
9,915
+1,561
+19% +$166K 0.01% 581
2025
Q1 		$910K Sell
8,354
-302
-3% -$30.8K 0.01% 586
2024
Q4 		$815K Sell
8,656
-158
-2% -$15.3K 0.01% 658
2024
Q3 		$853K Buy
8,814
+884
+11% +$78.3K 0.01% 635
2024
Q2 		$617K Buy
+7,930
New +$644K 0.01% 718
2023
Q4 		– Sell
-3,235
Closed -$261K – 629
2023
Q3 		$261K Buy
3,235
+273
+9% +$23.7K 0.01% 395
2023
Q2 		$261K Sell
2,962
-23
-0.8% -$2.13K 0.01% 397
2023
Q1 		$283K Buy
+2,985
New +$276K 0.01% 400
2022
Q2 		– Sell
-2,679
Closed -$267K – 246
2022
Q1 		$267K Hold
2,679
– – 0.01% 190
2021
Q4 		$260K Buy
2,679
+80
+3% +$7.31K 0.01% 198
2021
Q3 		$229K Buy
+2,599
New +$244K 0.01% 194

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

Choreo LLC's WEC Position: Q2 2026 in Review

Choreo LLC reduced its WEC Energy (WEC) stake by 11% in Q2 2026, selling an estimated $121K and leaving 8,184 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #666.

Choreo LLC first reported a position in WEC in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.15M in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Choreo LLC held 8,184 shares of WEC Energy worth $956K as of Q2 2026.
  • Choreo LLC sold 1,058 WEC Energy shares in Q2 2026, an estimated $121K.
  • WEC Energy made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #666 holding.
  • Choreo LLC first reported a position in WEC Energy in Q3 2021 and has held it in 15 quarters since.
  • Choreo LLC's WEC Energy position peaked at $1.15M in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.