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Correct Capital Wealth Management’s WEC Energy WEC Stock Holding History

Correct Capital Wealth Management’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 		$210K Hold
1,800
– – 0.04% 104
2026
Q1 		$208K Buy
+1,800
New +$202K 0.04% 106
2025
Q4 		– Sell
-1,800
Closed -$206K – 118
2025
Q3 		$206K Buy
+1,800
New +$195K 0.03% 115

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

Correct Capital Wealth Management's WEC Position: Q2 2026 in Review

Correct Capital Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 1,800 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #104.

Correct Capital Wealth Management first reported a position in WEC in Q3 2025 and has held it in 3 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Correct Capital Wealth Management held 1,800 shares of WEC Energy worth $210K as of Q2 2026.
  • Correct Capital Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.04% of Correct Capital Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Correct Capital Wealth Management first reported a position in WEC Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.