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Confluence Wealth Services’s WEC Energy WEC Stock Holding History

Confluence Wealth Services’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 		$928K Buy
+7,948
New +$907K 0.03% 240
2024
Q3 		– Sell
-4,997
Closed -$392K – 374
2024
Q2 		$392K Buy
+4,997
New +$406K 0.03% 257

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 $3.38T AUM 44.17% 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

Confluence Wealth Services's WEC Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in WEC Energy (WEC) in Q2 2026: 7,948 shares worth $928K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in WEC as recently as Q2 2024.

Confluence Wealth Services first reported a position in WEC in Q2 2024 and has held it in 2 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Confluence Wealth Services held 7,948 shares of WEC Energy worth $928K as of Q2 2026.
  • WEC Energy was a new Confluence Wealth Services position in Q2 2026.
  • WEC Energy made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #240 holding.
  • Confluence Wealth Services first reported a position in WEC Energy in Q2 2024 and has held it in 2 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.