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Cornerstone Enterprises’s WEC Energy WEC Stock Holding History

Cornerstone Enterprises’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 		$428K Buy
3,665
+141
+4% +$16.1K 0.2% 33
2026
Q1 		$408K Hold
3,524
– – 0.2% 31
2025
Q4 		$372K Buy
+3,524
New +$390K 0.18% 30
2025
Q3 		– Sell
-3,619
Closed -$377K – 33
2025
Q2 		$377K Hold
3,619
– – 0.2% 27
2025
Q1 		$394K Sell
3,619
-461
-11% -$47.1K 0.24% 23
2024
Q4 		$384K Hold
4,080
– – 0.23% 25
2024
Q3 		$392K Buy
+4,080
New +$362K 0.25% 26

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

Cornerstone Enterprises's WEC Position: Q2 2026 in Review

Cornerstone Enterprises increased its WEC Energy (WEC) stake by 4% in Q2 2026, buying an estimated $16.1K and bringing the position to 3,665 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #33.

Cornerstone Enterprises first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cornerstone Enterprises held 3,665 shares of WEC Energy worth $428K as of Q2 2026.
  • Cornerstone Enterprises bought 141 WEC Energy shares in Q2 2026, an estimated $16.1K.
  • WEC Energy made up 0.2% of Cornerstone Enterprises's portfolio in Q2 2026, its #33 holding.
  • Cornerstone Enterprises first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cornerstone Enterprises's 13F filing for Q2 2026, filed 23 Jul 2026.