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Cresset Asset Management’s WEC Energy WEC Stock Holding History

Cresset Asset 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 		$2.23M Sell
19,059
-4,452
-19% -$508K 0.01% 637
2026
Q1 		$2.72M Buy
23,511
+9,876
+72% +$1.11M 0.01% 486
2025
Q4 		$1.44M Sell
13,635
-580
-4% -$64.2K 0.01% 665
2025
Q3 		$1.63M Buy
14,215
+404
+3% +$43.8K 0.01% 603
2025
Q2 		$1.44M Sell
13,811
-3,218
-19% -$342K 0.01% 585
2025
Q1 		$1.86M Sell
17,029
-739
-4% -$75.5K 0.01% 563
2024
Q4 		$1.67M Sell
17,768
-17,690
-50% -$1.72M 0.01% 606
2024
Q3 		$3.41M Sell
35,458
-616
-2% -$54.6K 0.01% 575
2024
Q2 		$2.83M Buy
36,074
+3,236
+10% +$263K 0.01% 583
2024
Q1 		$2.7M Buy
32,838
+8,478
+35% +$682K 0.01% 517
2023
Q4 		$2.05M Buy
24,360
+1,838
+8% +$151K 0.01% 578
2023
Q3 		$1.81M Sell
22,522
-2,080
-8% -$181K 0.01% 595
2023
Q2 		$2.17M Buy
24,602
+22,083
+877% +$2.04M ﹤0.01% 628
2023
Q1 		$239K Buy
+2,519
New +$233K ﹤0.01% 706
2022
Q3 		– Sell
-2,143
Closed -$208K – 965
2022
Q2 		$208K Sell
2,143
-1,373
-39% -$139K ﹤0.01% 830
2022
Q1 		$350K Sell
3,516
-212
-6% -$20K ﹤0.01% 723
2021
Q4 		$362K Sell
3,728
-709
-16% -$64.8K ﹤0.01% 812
2021
Q3 		$391K Sell
4,437
-14,552
-77% -$1.36M 0.01% 719
2021
Q2 		$1.69M Buy
18,989
+15,121
+391% +$1.42M 0.02% 236
2021
Q1 		$362K Buy
3,868
+640
+20% +$55.8K 0.01% 590
2020
Q4 		$297K Sell
3,228
-126
-4% -$12.3K ﹤0.01% 560
2020
Q3 		$326K Buy
3,354
+585
+21% +$54.5K 0.01% 487
2020
Q2 		$243K Sell
2,769
-505
-15% -$45.6K 0.01% 539
2020
Q1 		$289K Sell
3,274
-19
-0.6% -$1.83K 0.01% 405
2019
Q4 		$304K Buy
3,293
+665
+25% +$60.6K 0.01% 424
2019
Q3 		$250K Buy
+2,628
New +$237K 0.01% 434
2019
Q2 		– Sell
-1,364
Closed -$108K – 1706
2019
Q1 		$108K Buy
1,364
+514
+60% +$38.1K ﹤0.01% 530
2018
Q4 		$59K Buy
+850
New +$59.7K ﹤0.01% 443

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

Cresset Asset Management's WEC Position: Q2 2026 in Review

Cresset Asset Management reduced its WEC Energy (WEC) stake by 19% in Q2 2026, selling an estimated $508K and leaving 19,059 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #637.

Cresset Asset Management first reported a position in WEC in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.41M in Q3 2024. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cresset Asset Management held 19,059 shares of WEC Energy worth $2.23M as of Q2 2026.
  • Cresset Asset Management sold 4,452 WEC Energy shares in Q2 2026, an estimated $508K.
  • WEC Energy made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #637 holding.
  • Cresset Asset Management first reported a position in WEC Energy in Q4 2018 and has held it in 28 quarters since.
  • Cresset Asset Management's WEC Energy position peaked at $3.41M in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.