Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s WEC Energy WEC Stock Holding History

Envestnet Portfolio Solutions’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 		$4.29M Sell
36,702
-679
-2% -$77.5K 0.02% 354
2026
Q1 		$4.33M Sell
37,381
-17,483
-32% -$1.96M 0.02% 311
2025
Q4 		$5.79M Buy
54,864
+1,084
+2% +$120K 0.02% 339
2025
Q3 		$6.16M Buy
53,780
+6,999
+15% +$759K 0.02% 309
2025
Q2 		$4.87M Sell
46,781
-3,011
-6% -$320K 0.02% 367
2025
Q1 		$5.43M Sell
49,792
-21,539
-30% -$2.2M 0.02% 345
2024
Q4 		$6.71M Buy
71,331
+55
+0.1% +$5.33K 0.02% 336
2024
Q3 		$6.86M Buy
71,276
+10,472
+17% +$928K 0.02% 325
2024
Q2 		$4.77M Buy
60,804
+4,571
+8% +$371K 0.02% 382
2024
Q1 		$4.62M Buy
56,233
+1,905
+4% +$153K 0.02% 395
2023
Q4 		$4.57M Buy
54,328
+42,594
+363% +$3.51M 0.02% 343
2023
Q3 		$945K Buy
+11,734
New +$1.02M ﹤0.01% 760

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

Envestnet Portfolio Solutions's WEC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its WEC Energy (WEC) stake by 1.8% in Q2 2026, selling an estimated $77.5K and leaving 36,702 shares worth $4.29M. The position accounts for 0.02% of the portfolio, ranked #354.

Envestnet Portfolio Solutions first reported a position in WEC in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.86M in Q3 2024. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Envestnet Portfolio Solutions held 36,702 shares of WEC Energy worth $4.29M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 679 WEC Energy shares in Q2 2026, an estimated $77.5K.
  • WEC Energy made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #354 holding.
  • Envestnet Portfolio Solutions first reported a position in WEC Energy in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's WEC Energy position peaked at $6.86M in Q3 2024.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.