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Defined Wealth Management’s WEC Energy WEC Stock Holding History

Defined 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 		$349K Buy
2,988
+17
+0.6% +$1.94K 0.18% 91
2026
Q1 		$344K Buy
2,971
+3
+0.1% +$337 0.2% 86
2025
Q4 		$313K Buy
2,968
+1,063
+56% +$118K 0.18% 91
2025
Q3 		$218K Buy
+1,905
New +$206K 0.13% 104
2025
Q2 		– Sell
-1,902
Closed -$207K – 111
2025
Q1 		$207K Buy
+1,902
New +$194K 0.14% 105

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

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

Defined Wealth Management increased its WEC Energy (WEC) stake by 0.57% in Q2 2026, buying an estimated $1.94K and bringing the position to 2,988 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #91.

Defined Wealth Management first reported a position in WEC in Q1 2025 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Defined Wealth Management held 2,988 shares of WEC Energy worth $349K as of Q2 2026.
  • Defined Wealth Management bought 17 WEC Energy shares in Q2 2026, an estimated $1.94K.
  • WEC Energy made up 0.18% of Defined Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Defined Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.