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Dunhill Financial’s WEC Energy WEC Stock Holding History

Dunhill 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 		$9.59K Sell
82
-2
-2% -$228 ﹤0.01% 589
2026
Q1 		$9.72K Buy
84
+2
+2% +$225 ﹤0.01% 540
2025
Q4 		$8.65K Buy
82
+4
+5% +$443 ﹤0.01% 521
2025
Q3 		$8.95K Sell
78
-58
-43% -$6.29K ﹤0.01% 485
2025
Q2 		$14.2K Buy
136
+59
+77% +$6.28K ﹤0.01% 387
2025
Q1 		$8.42K Sell
77
-6
-7% -$613 ﹤0.01% 454
2024
Q4 		$7.82K Buy
83
+17
+26% +$1.65K ﹤0.01% 453
2024
Q3 		$6.39K Sell
66
-2,307
-97% -$204K ﹤0.01% 497
2024
Q2 		$186K Buy
2,373
+2,348
+9,392% +$191K 0.12% 75
2024
Q1 		$2.03K Buy
25
+4
+19% +$322 ﹤0.01% 496
2023
Q4 		$1.73K Buy
+21
New +$1.73K ﹤0.01% 482

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

Dunhill Financial's WEC Position: Q2 2026 in Review

Dunhill Financial reduced its WEC Energy (WEC) stake by 2.4% in Q2 2026, selling an estimated $228 and leaving 82 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Dunhill Financial first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $186K in Q2 2024. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Dunhill Financial held 82 shares of WEC Energy worth $9.59K as of Q2 2026.
  • Dunhill Financial sold 2 WEC Energy shares in Q2 2026, an estimated $228.
  • WEC Energy made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #589 holding.
  • Dunhill Financial first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's WEC Energy position peaked at $186K in Q2 2024.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.