Creative Financial Designs’s WEC Energy WEC Stock Holding History

Creative Financial Designs’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	$192K	Buy	1,643 +10	+0.6%	+$1.14K	0.01%	616
2026 Q1	$189K	Buy	1,633 +431	+36%	+$48.4K	0.01%	530
2025 Q4	$127K	Buy	1,202 +55	+5%	+$6.09K	0.01%	599
2025 Q3	$131K	Buy	1,147 +77	+7%	+$8.35K	0.01%	570
2025 Q2	$111K	Buy	1,070 +174	+19%	+$18.5K	0.01%	641
2025 Q1	$97.6K	Buy	896 +890	+14,833%	+$90.9K	0.01%	628
2024 Q4	$564	Hold	6	–	–	﹤0.01%	1732
2024 Q3	$577	Hold	6	–	–	﹤0.01%	1619
2024 Q2	$471	Hold	6	–	–	﹤0.01%	1581
2024 Q1	$493	Buy	+6	New	+$483	﹤0.01%	1592
2021 Q4	–	Sell	-69	Closed	-$6K	–	1459
2021 Q3	$6K	Hold	69	–	–	﹤0.01%	1135
2021 Q2	$6K	Hold	69	–	–	﹤0.01%	1146
2021 Q1	$6K	Hold	69	–	–	﹤0.01%	1037
2020 Q4	$6K	Hold	69	–	–	﹤0.01%	963
2020 Q3	$7K	Hold	69	–	–	﹤0.01%	880
2020 Q2	$6K	Buy	+69	New	+$6.22K	﹤0.01%	856
2019 Q4	–	Sell	-51	Closed	-$5K	–	646
2019 Q3	$5K	Buy	+51	New	+$4.59K	﹤0.01%	481
2019 Q2	–	Sell	-3	Closed	–	–	605
2019 Q1	$0	Buy	+3	New	+$223	﹤0.01%	655
2017 Q1	–	Sell	-101	Closed	-$6K	–	864
2016 Q4	$6K	Buy	+101	New	+$5.79K	﹤0.01%	460

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Financial Designs's WEC Position: Q2 2026 in Review

Creative Financial Designs increased its WEC Energy (WEC) stake by 0.61% in Q2 2026, buying an estimated $1.14K and bringing the position to 1,643 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #616.

Creative Financial Designs first reported a position in WEC in Q4 2016 and has held it in 19 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Creative Financial Designs held 1,643 shares of WEC Energy worth $192K as of Q2 2026.
Creative Financial Designs bought 10 WEC Energy shares in Q2 2026, an estimated $1.14K.
WEC Energy made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #616 holding.
Creative Financial Designs first reported a position in WEC Energy in Q4 2016 and has held it in 19 quarters since.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.