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Dakota Wealth Management’s WEC Energy WEC Stock Holding History

Dakota Wealth 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 		$701K Sell
6,006
-25
-0.4% -$2.85K 0.01% 509
2026
Q1 		$698K Sell
6,031
-9
-0.1% -$1.01K 0.02% 472
2025
Q4 		$637K Buy
6,040
+471
+8% +$52.1K 0.01% 499
2025
Q3 		$638K Sell
5,569
-283
-5% -$30.7K 0.01% 441
2025
Q2 		$610K Sell
5,852
-765
-12% -$81.4K 0.01% 482
2025
Q1 		$721K Sell
6,617
-150
-2% -$15.3K 0.02% 437
2024
Q4 		$636K Sell
6,767
-2
-0% -$194 0.01% 458
2024
Q3 		$651K Sell
6,769
-337
-5% -$29.9K 0.01% 457
2024
Q2 		$558K Sell
7,106
-514
-7% -$41.8K 0.01% 489
2024
Q1 		$626K Buy
7,620
+366
+5% +$29.4K 0.02% 469
2023
Q4 		$611K Buy
7,254
+534
+8% +$44K 0.02% 393
2023
Q3 		$541K Sell
6,720
-986
-13% -$85.7K 0.02% 391
2023
Q2 		$680K Sell
7,706
-5,213
-40% -$482K 0.03% 322
2023
Q1 		$1.22M Sell
12,919
-7,241
-36% -$670K 0.08% 202
2022
Q4 		$1.89M Sell
20,160
-275
-1% -$25.4K 0.13% 157
2022
Q3 		$1.83M Buy
+20,435
New +$2.09M 0.15% 155

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

Dakota Wealth Management's WEC Position: Q2 2026 in Review

Dakota Wealth Management reduced its WEC Energy (WEC) stake by 0.41% in Q2 2026, selling an estimated $2.85K and leaving 6,006 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #509.

Dakota Wealth Management first reported a position in WEC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.89M in Q4 2022. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Dakota Wealth Management held 6,006 shares of WEC Energy worth $701K as of Q2 2026.
  • Dakota Wealth Management sold 25 WEC Energy shares in Q2 2026, an estimated $2.85K.
  • WEC Energy made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Dakota Wealth Management first reported a position in WEC Energy in Q3 2022 and has held it in 16 quarters since.
  • Dakota Wealth Management's WEC Energy position peaked at $1.89M in Q4 2022.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.