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Cypress Wealth Services’s WEC Energy WEC Stock Holding History

Cypress Wealth Services’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 		$365K Sell
3,125
-24
-0.8% -$2.74K 0.04% 297
2026
Q1 		$365K Sell
3,149
-18
-0.6% -$2.02K 0.05% 272
2025
Q4 		$334K Buy
3,167
+172
+6% +$19K 0.05% 271
2025
Q3 		$343K Buy
2,995
+1
+0% +$108 0.06% 222
2025
Q2 		$312K Buy
2,994
+24
+0.8% +$2.55K 0.06% 224
2025
Q1 		$324K Sell
2,970
-143
-5% -$14.6K 0.07% 204
2024
Q4 		$293K Buy
3,113
+25
+0.8% +$2.42K 0.06% 209
2024
Q3 		$297K Buy
3,088
+28
+0.9% +$2.48K 0.06% 205
2024
Q2 		$240K Buy
+3,060
New +$249K 0.05% 223

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

Cypress Wealth Services's WEC Position: Q2 2026 in Review

Cypress Wealth Services reduced its WEC Energy (WEC) stake by 0.76% in Q2 2026, selling an estimated $2.74K and leaving 3,125 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #297.

Cypress Wealth Services first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 1,411 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cypress Wealth Services held 3,125 shares of WEC Energy worth $365K as of Q2 2026.
  • Cypress Wealth Services sold 24 WEC Energy shares in Q2 2026, an estimated $2.74K.
  • WEC Energy made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #297 holding.
  • Cypress Wealth Services first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,411 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.