DecisionPoint Financial’s WEC Energy WEC Stock Holding History

DecisionPoint Financial’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	$349	Buy	+3	New	+$342	﹤0.01%	763
2026 Q1	–	Sell	-14	Closed	-$1.48K	–	737
2025 Q4	$1.48K	Buy	+14	New	+$1.55K	﹤0.01%	367
2023 Q4	–	Sell	-25	Closed	-$2.01K	–	267
2023 Q3	$2.01K	Hold	25	–	–	﹤0.01%	195
2023 Q2	$2.21K	Hold	25	–	–	﹤0.01%	169
2023 Q1	$2.37K	Hold	25	–	–	﹤0.01%	164
2022 Q4	$2.34K	Buy	+25	New	+$2.31K	﹤0.01%	142

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DecisionPoint Financial's WEC Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in WEC Energy (WEC) in Q2 2026: 3 shares worth $349. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in WEC as recently as Q4 2025.

DecisionPoint Financial first reported a position in WEC in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.37K in Q1 2023. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

DecisionPoint Financial held 3 shares of WEC Energy worth $349 as of Q2 2026.
WEC Energy was a new DecisionPoint Financial position in Q2 2026.
WEC Energy made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #763 holding.
DecisionPoint Financial first reported a position in WEC Energy in Q4 2022 and has held it in 6 quarters since.
DecisionPoint Financial's WEC Energy position peaked at $2.37K in Q1 2023.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.