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CVA Family Office’s WEC Energy WEC Stock Holding History

CVA Family Office’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 		$63.6K Sell
545
-26
-5% -$2.97K 0.01% 560
2026
Q1 		$66.1K Buy
571
+176
+45% +$19.8K 0.01% 543
2025
Q4 		$41.7K Sell
395
-45
-10% -$4.98K ﹤0.01% 581
2025
Q3 		$50.4K Buy
440
+89
+25% +$9.65K 0.01% 550
2025
Q2 		$36.6K Buy
351
+16
+5% +$1.7K 0.01% 588
2025
Q1 		$36.5K Buy
335
+38
+13% +$3.88K 0.01% 573
2024
Q4 		$27.9K Buy
297
+275
+1,250% +$26.7K ﹤0.01% 622
2024
Q3 		$2.12K Buy
22
+16
+267% +$1.42K ﹤0.01% 973
2024
Q2 		$471 Sell
6
-14
-70% -$1.14K ﹤0.01% 1234
2024
Q1 		$1.64K Hold
20
– – ﹤0.01% 953
2023
Q4 		$1.68K Buy
+20
New +$1.65K ﹤0.01% 922
2023
Q3 		– Sell
-355
Closed -$31.3K – 955
2023
Q2 		$31.3K Sell
355
-5
-1% -$462 0.01% 539
2023
Q1 		$34.1K Sell
360
-15
-4% -$1.39K 0.01% 506
2022
Q4 		$35.2K Sell
375
-305
-45% -$28.2K 0.01% 469
2022
Q3 		$61K Hold
680
– – 0.02% 323
2022
Q2 		$68K Hold
680
– – 0.02% 304
2022
Q1 		$68K Buy
680
+250
+58% +$23.6K 0.02% 334
2021
Q4 		$42K Buy
+430
New +$39.3K 0.01% 390
2021
Q3 		– Sell
-550
Closed -$49K – 886
2021
Q2 		$49K Buy
550
+120
+28% +$11.3K 0.01% 372
2021
Q1 		$40K Buy
+430
New +$37.5K 0.02% 300

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

CVA Family Office's WEC Position: Q2 2026 in Review

CVA Family Office reduced its WEC Energy (WEC) stake by 4.6% in Q2 2026, selling an estimated $2.97K and leaving 545 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #560.

CVA Family Office first reported a position in WEC in Q1 2021 and has held it in 20 quarters since. The position peaked at $68K in Q2 2022. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • CVA Family Office held 545 shares of WEC Energy worth $63.6K as of Q2 2026.
  • CVA Family Office sold 26 WEC Energy shares in Q2 2026, an estimated $2.97K.
  • WEC Energy made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #560 holding.
  • CVA Family Office first reported a position in WEC Energy in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's WEC Energy position peaked at $68K in Q2 2022.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.