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Daymark Wealth Partners’s WEC Energy WEC Stock Holding History

Daymark Wealth Partners’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 		$586K Sell
5,021
-91
-2% -$10.4K 0.01% 442
2026
Q1 		$592K Sell
5,112
-552
-10% -$62K 0.02% 379
2025
Q4 		$597K Sell
5,664
-120
-2% -$13.3K 0.02% 358
2025
Q3 		$663K Buy
5,784
+1,046
+22% +$113K 0.02% 330
2025
Q2 		$494K Buy
4,738
+1,390
+42% +$148K 0.02% 357
2025
Q1 		$365K Sell
3,348
-709
-17% -$72.4K 0.02% 380
2024
Q4 		$382K Sell
4,057
-365
-8% -$35.4K 0.02% 368
2024
Q3 		$425K Sell
4,422
-1,369
-24% -$121K 0.02% 365
2024
Q2 		$454K Sell
5,791
-56
-1% -$4.55K 0.02% 336
2024
Q1 		$480K Sell
5,847
-102
-2% -$8.2K 0.03% 270
2023
Q4 		$501K Buy
5,949
+115
+2% +$9.47K 0.03% 256
2023
Q3 		$470K Buy
5,834
+99
+2% +$8.6K 0.03% 248
2023
Q2 		$506K Buy
5,735
+1,968
+52% +$182K 0.04% 237
2023
Q1 		$357K Buy
+3,767
New +$349K 0.05% 220

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

Daymark Wealth Partners's WEC Position: Q2 2026 in Review

Daymark Wealth Partners reduced its WEC Energy (WEC) stake by 1.8% in Q2 2026, selling an estimated $10.4K and leaving 5,021 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #442.

Daymark Wealth Partners first reported a position in WEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $663K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Daymark Wealth Partners held 5,021 shares of WEC Energy worth $586K as of Q2 2026.
  • Daymark Wealth Partners sold 91 WEC Energy shares in Q2 2026, an estimated $10.4K.
  • WEC Energy made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #442 holding.
  • Daymark Wealth Partners first reported a position in WEC Energy in Q1 2023 and has held it in 14 quarters since.
  • Daymark Wealth Partners's WEC Energy position peaked at $663K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.