CW
WEC icon

CreativeOne Wealth’s WEC Energy WEC Stock Holding History

CreativeOne 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 		$522K Sell
4,475
-381
-8% -$43.5K 0.01% 778
2026
Q1 		$562K Buy
4,856
+167
+4% +$18.8K 0.01% 762
2025
Q4 		$495K Sell
4,689
-756
-14% -$83.7K 0.01% 794
2025
Q3 		$624K Buy
5,445
+35
+0.6% +$3.79K 0.02% 699
2025
Q2 		$564K Buy
5,410
+1,319
+32% +$140K 0.01% 693
2025
Q1 		$446K Buy
4,091
+739
+22% +$75.5K 0.01% 719
2024
Q4 		$315K Buy
+3,352
New +$325K 0.01% 859
2024
Q3 		– Sell
-2,671
Closed -$210K – 986
2024
Q2 		$210K Buy
+2,671
New +$217K 0.01% 717
2023
Q3 		– Sell
-3,417
Closed -$302K – 830
2023
Q2 		$302K Sell
3,417
-110
-3% -$10.2K 0.01% 642
2023
Q1 		$334K Buy
3,527
+1,202
+52% +$111K 0.02% 597
2022
Q4 		$218K Buy
+2,325
New +$215K 0.01% 672

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

CreativeOne Wealth's WEC Position: Q2 2026 in Review

CreativeOne Wealth reduced its WEC Energy (WEC) stake by 7.8% in Q2 2026, selling an estimated $43.5K and leaving 4,475 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #778.

CreativeOne Wealth first reported a position in WEC in Q4 2022 and has held it in 11 quarters since. The position peaked at $624K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CreativeOne Wealth held 4,475 shares of WEC Energy worth $522K as of Q2 2026.
  • CreativeOne Wealth sold 381 WEC Energy shares in Q2 2026, an estimated $43.5K.
  • WEC Energy made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #778 holding.
  • CreativeOne Wealth first reported a position in WEC Energy in Q4 2022 and has held it in 11 quarters since.
  • CreativeOne Wealth's WEC Energy position peaked at $624K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.