Destiny Wealth Partners’s WEC Energy WEC Stock Holding History

Destiny 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	–	Sell	-295	Closed	-$34.2K	–	1096
2026 Q1	$34.2K	Buy	+295	New	+$33.1K	﹤0.01%	509
2023 Q1	–	Sell	-463	Closed	-$43.4K	–	651
2022 Q4	$43.4K	Sell	463 -2,768	-86%	-$256K	0.01%	311
2022 Q3	$289K	Buy	3,231 +748	+30%	+$76.4K	0.06%	142
2022 Q2	$250K	Buy	2,483 +1,221	+97%	+$124K	0.06%	138
2022 Q1	$126K	Buy	1,262 +367	+41%	+$34.7K	0.02%	201
2021 Q4	$87K	Buy	895 +49	+6%	+$4.48K	0.02%	243
2021 Q3	$75K	Buy	+846	New	+$79.3K	0.02%	243
2021 Q2	–	Sell	-275	Closed	-$26K	–	519
2021 Q1	$26K	Sell	275 -354	-56%	-$30.9K	0.01%	340
2020 Q4	$58K	Buy	+629	New	+$61.2K	0.01%	274

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

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

Destiny Wealth Partners sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 295 shares — an estimated $34.2K sold.

Destiny Wealth Partners first reported a position in WEC in Q4 2020 and held it in 9 quarters. The position peaked at $289K in Q3 2022. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Destiny Wealth Partners reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 295 WEC Energy shares in Q2 2026, an estimated $34.2K.
Destiny Wealth Partners first reported a position in WEC Energy in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's WEC Energy position peaked at $289K in Q3 2022.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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