EF
WEC icon

Empowered Funds’s WEC Energy WEC Stock Holding History

Empowered Funds’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 		$3.55M Sell
30,428
-1,018
-3% -$116K 0.02% 875
2026
Q1 		$3.64M Buy
31,446
+6,439
+26% +$723K 0.02% 777
2025
Q4 		$2.64M Buy
25,007
+1,378
+6% +$153K 0.04% 409
2025
Q3 		$2.71M Buy
23,629
+339
+1% +$36.7K 0.03% 763
2025
Q2 		$2.43M Buy
23,290
+6,592
+39% +$701K 0.03% 735
2025
Q1 		$1.82M Buy
16,698
+2,417
+17% +$247K 0.03% 784
2024
Q4 		$1.34M Buy
14,281
+2,680
+23% +$260K 0.02% 893
2024
Q3 		$1.12M Sell
11,601
-23,729
-67% -$2.1M 0.02% 871
2024
Q2 		$2.77M Buy
35,330
+4,538
+15% +$369K 0.05% 500
2024
Q1 		$2.53M Buy
30,792
+17,938
+140% +$1.44M 0.05% 532
2023
Q4 		$1.08M Buy
12,854
+9,077
+240% +$747K 0.03% 737
2023
Q3 		$304K Buy
3,777
+675
+22% +$58.6K 0.01% 1052
2023
Q2 		$274K Buy
+3,102
New +$287K 0.01% 994

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

Empowered Funds's WEC Position: Q2 2026 in Review

Empowered Funds reduced its WEC Energy (WEC) stake by 3.2% in Q2 2026, selling an estimated $116K and leaving 30,428 shares worth $3.55M. The position accounts for 0.02% of the portfolio, ranked #875.

Empowered Funds first reported a position in WEC in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.64M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Empowered Funds held 30,428 shares of WEC Energy worth $3.55M as of Q2 2026.
  • Empowered Funds sold 1,018 WEC Energy shares in Q2 2026, an estimated $116K.
  • WEC Energy made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #875 holding.
  • Empowered Funds first reported a position in WEC Energy in Q2 2023 and has held it in 13 quarters since.
  • Empowered Funds's WEC Energy position peaked at $3.64M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.