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Equitable Holdings’s WEC Energy WEC Stock Holding History

Equitable Holdings’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 		$1.07M Sell
9,122
-9,223
-50% -$1.05M 0.01% 978
2026
Q1 		$2.03M Buy
18,345
+9,827
+115% +$1.1M 0.01% 714
2025
Q4 		$898K Sell
8,518
-88
-1% -$9.74K 0.01% 901
2025
Q3 		$986K Buy
8,606
+1,725
+25% +$187K 0.01% 837
2025
Q2 		$717K Buy
6,881
+494
+8% +$52.6K 0.01% 901
2025
Q1 		$696K Sell
6,387
-72
-1% -$7.35K 0.01% 817
2024
Q4 		$607K Buy
6,459
+1,306
+25% +$127K 0.01% 821
2024
Q3 		$496K Buy
5,153
+72
+1% +$6.38K ﹤0.01% 866
2024
Q2 		$399K Buy
5,081
+832
+20% +$67.6K ﹤0.01% 905
2024
Q1 		$349K Sell
4,249
-221
-5% -$17.8K ﹤0.01% 912
2023
Q4 		$376K Sell
4,470
-279
-6% -$23K ﹤0.01% 865
2023
Q3 		$383K Buy
4,749
+9
+0.2% +$782 0.01% 806
2023
Q2 		$418K Buy
4,740
+799
+20% +$73.8K 0.01% 752
2023
Q1 		$374K Sell
3,941
-277
-7% -$25.6K 0.01% 732
2022
Q4 		$395K Sell
4,218
-1,232
-23% -$114K 0.01% 670
2022
Q3 		$487K Buy
5,450
+673
+14% +$68.7K 0.01% 561
2022
Q2 		$481K Buy
4,777
+1,449
+44% +$147K 0.01% 573
2022
Q1 		$332K Sell
3,328
-815
-20% -$77K 0.01% 689
2021
Q4 		$402K Sell
4,143
-1,366
-25% -$125K 0.01% 623
2021
Q3 		$486K Buy
5,509
+627
+13% +$58.8K 0.01% 551
2021
Q2 		$434K Buy
4,882
+233
+5% +$21.9K 0.01% 569
2021
Q1 		$435K Buy
4,649
+138
+3% +$12K 0.01% 540
2020
Q4 		$415K Sell
4,511
-71
-2% -$6.91K 0.01% 491
2020
Q3 		$444K Sell
4,582
-52
-1% -$4.84K 0.01% 452
2020
Q2 		$406K Buy
4,634
+71
+2% +$6.41K 0.01% 452
2020
Q1 		$402K Sell
4,563
-5,163
-53% -$497K 0.01% 402
2019
Q4 		$897K Buy
+9,726
New +$887K 0.03% 307

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

Equitable Holdings's WEC Position: Q2 2026 in Review

Equitable Holdings reduced its WEC Energy (WEC) stake by 50% in Q2 2026, selling an estimated $1.05M and leaving 9,122 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #978.

Equitable Holdings first reported a position in WEC in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Equitable Holdings held 9,122 shares of WEC Energy worth $1.07M as of Q2 2026.
  • Equitable Holdings sold 9,223 WEC Energy shares in Q2 2026, an estimated $1.05M.
  • WEC Energy made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #978 holding.
  • Equitable Holdings first reported a position in WEC Energy in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's WEC Energy position peaked at $2.03M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.