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Diversify Wealth Management’s WEC Energy WEC Stock Holding History

Diversify 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 		$567K Sell
4,978
-349
-7% -$39.8K 0.01% 821
2026
Q1 		$610K Buy
+5,327
New +$598K 0.01% 749

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

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

Diversify Wealth Management reduced its WEC Energy (WEC) stake by 6.6% in Q2 2026, selling an estimated $39.8K and leaving 4,978 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #821.

Diversify Wealth Management first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $610K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Diversify Wealth Management held 4,978 shares of WEC Energy worth $567K as of Q2 2026.
  • Diversify Wealth Management sold 349 WEC Energy shares in Q2 2026, an estimated $39.8K.
  • WEC Energy made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #821 holding.
  • Diversify Wealth Management first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's WEC Energy position peaked at $610K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.