Corient Private Wealth
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Corient Private Wealth’s WEC Energy WEC Stock Holding History

Corient Private Wealth’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 		$22.1M Buy
189,670
+76,784
+68% +$8.76M 0.03% 389
2026
Q1 		$13M Sell
112,886
-105,769
-48% -$11.9M 0.02% 527
2025
Q4 		$23.1M Buy
218,655
+2,172
+1% +$240K 0.03% 378
2025
Q3 		$24.8M Sell
216,483
-10,430
-5% -$1.13M 0.04% 351
2025
Q2 		$23.6M Sell
226,913
-969
-0.4% -$103K 0.03% 361
2025
Q1 		$24.8M Sell
227,882
-9,365
-4% -$956K 0.04% 354
2024
Q4 		$22.3M Sell
237,247
-24,594
-9% -$2.38M 0.04% 375
2024
Q3 		$25.2M Buy
261,841
+13,011
+5% +$1.15M 0.04% 381
2024
Q2 		$19.5M Sell
248,830
-4,744
-2% -$385K 0.03% 387
2024
Q1 		$20.8M Sell
253,574
-9,204
-4% -$740K 0.04% 383
2023
Q4 		$22.1M Buy
262,778
+133,931
+104% +$11M 0.04% 370
2023
Q3 		$10.4M Sell
128,847
-6,380
-5% -$554K 0.02% 470
2023
Q2 		$11.9M Sell
135,227
-6,035
-4% -$558K 0.03% 444
2023
Q1 		$13.4M Buy
141,262
+15,813
+13% +$1.46M 0.04% 385
2022
Q4 		$11.8M Buy
+125,449
New +$11.6M 0.04% 342

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

Corient Private Wealth's WEC Position: Q2 2026 in Review

Corient Private Wealth increased its WEC Energy (WEC) stake by 68% in Q2 2026, buying an estimated $8.76M and bringing the position to 189,670 shares worth $22.1M. The position accounts for 0.03% of the portfolio, ranked #389.

Corient Private Wealth first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.2M in Q3 2024. 1,408 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Corient Private Wealth held 189,670 shares of WEC Energy worth $22.1M as of Q2 2026.
  • Corient Private Wealth bought 76,784 WEC Energy shares in Q2 2026, an estimated $8.76M.
  • WEC Energy made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #389 holding.
  • Corient Private Wealth first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's WEC Energy position peaked at $25.2M in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.